Average annual returns
Through 20251 year
11.57%
3 year
10.93%
5 year
9.46%
10 year
9.72%
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.)
12.04%
Sharpe
1.20
Sortino
2.15
Max drawdown
-21.45%
Best month
10.08%
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.