Average annual returns
Through 20251 year
12.06%
3 year
15.71%
5 year
10.86%
10 year
11.95%
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.)
12.43%
Sharpe
1.13
Sortino
2.14
Max drawdown
-21.07%
Best month
10.90%
Worst month
-9.50%
Beta vs VTSAX
0.90
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.