Average annual returns
Through 20251 year
9.62%
3 year
11.95%
5 year
11.62%
10 year
9.25%
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.)
12.13%
Sharpe
1.13
Sortino
1.92
Max drawdown
-26.81%
Best month
12.85%
Worst month
-16.31%
Beta vs VTSAX
0.77
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.