Average annual returns
Through 20251 year
12.45%
3 year
10.24%
5 year
4.31%
10 year
4.74%
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.)
7.88%
Sharpe
1.21
Sortino
2.09
Max drawdown
-19.53%
Best month
6.40%
Worst month
-10.66%
Beta vs VTSAX
0.53
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.