Average annual returns
Through 20251 year
9.86%
3 year
9.09%
5 year
8.78%
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
81 months through April 30, 2026Volatility (ann.)
13.25%
Sharpe
0.74
Sortino
1.28
Max drawdown
-32.46%
Best month
15.42%
Worst month
-24.17%
Beta vs VTSAX
0.76
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.