Average annual returns
Through 20251 year
9.60%
3 year
9.14%
5 year
8.62%
10 year
9.99%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through April 30, 2026Volatility (ann.)
11.50%
Sharpe
0.92
Sortino
1.52
Max drawdown
-21.55%
Best month
11.69%
Worst month
-12.89%
Beta vs VTSAX
0.76
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.