Average annual returns
Through 20251 year
9.11%
3 year
7.22%
5 year
5.56%
10 year
9.29%
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.)
17.78%
Sharpe
0.89
Sortino
1.73
Max drawdown
-24.11%
Best month
19.09%
Worst month
-9.34%
Beta vs VTSAX
1.03
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.