Average annual returns
Through 20251 year
9.38%
3 year
10.06%
5 year
8.17%
10 year
7.08%
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.)
19.82%
Sharpe
0.87
Sortino
1.66
Max drawdown
-38.30%
Best month
18.83%
Worst month
-28.19%
Beta vs VTSAX
1.16
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.