Average annual returns
Through 20251 year
10.56%
3 year
11.32%
5 year
10.21%
10 year
10.11%
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.)
12.62%
Sharpe
1.10
Sortino
1.97
Max drawdown
-23.94%
Best month
13.25%
Worst month
-14.73%
Beta vs VTSAX
0.81
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.