Average annual returns
Through 20251 year
10.94%
3 year
10.93%
5 year
8.03%
10 year
6.87%
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.)
13.40%
Sharpe
1.11
Sortino
1.99
Max drawdown
-29.88%
Best month
14.43%
Worst month
-19.28%
Beta vs VTSAX
0.84
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.