Average annual returns
Through 20251 year
8.72%
3 year
10.27%
5 year
7.17%
10 year
9.21%
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.)
18.82%
Sharpe
0.79
Sortino
1.42
Max drawdown
-33.24%
Best month
17.32%
Worst month
-23.28%
Beta vs VTSAX
1.21
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.