Average annual returns
Through 20251 year
10.30%
3 year
12.52%
5 year
9.05%
10 year
10.94%
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.)
12.96%
Sharpe
1.31
Sortino
2.44
Max drawdown
-25.92%
Best month
13.20%
Worst month
-16.67%
Beta vs VTSAX
0.86
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.