Average annual returns
Through 20251 year
9.62%
3 year
12.03%
5 year
10.57%
10 year
8.82%
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.)
18.46%
Sharpe
1.05
Sortino
2.21
Max drawdown
-34.38%
Best month
18.36%
Worst month
-23.08%
Beta vs VTSAX
1.10
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.