Average annual returns
Through 20251 year
11.52%
3 year
11.66%
5 year
4.92%
10 year
6.89%
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.)
8.81%
Sharpe
1.22
Sortino
2.26
Max drawdown
-20.94%
Best month
8.35%
Worst month
-10.13%
Beta vs VTSAX
0.63
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.