Average annual returns
Through 20251 year
13.02%
3 year
14.56%
5 year
6.24%
10 year
9.55%
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.)
13.15%
Sharpe
1.48
Sortino
2.94
Max drawdown
-21.60%
Best month
13.27%
Worst month
-7.90%
Beta vs VTSAX
0.86
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.