Average annual returns
Through 20251 year
11.32%
3 year
16.23%
5 year
10.38%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
33 months through April 30, 2026Volatility (ann.)
10.44%
Sharpe
1.07
Sortino
1.76
Max drawdown
-7.73%
Best month
7.12%
Worst month
-5.82%
Beta vs VTSAX
0.78
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.