Average annual returns
Through 20251 year
11.18%
3 year
10.54%
5 year
9.09%
10 year
9.33%
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.)
12.05%
Sharpe
1.16
Sortino
2.08
Max drawdown
-21.51%
Best month
10.03%
Worst month
-12.72%
Beta vs VTSAX
0.84
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.