Average annual returns
Through 20251 year
11.40%
3 year
10.81%
5 year
9.37%
10 year
9.61%
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.)
12.07%
Sharpe
1.19
Sortino
2.13
Max drawdown
-21.48%
Best month
10.08%
Worst month
-12.70%
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.