Average annual returns
Through 20251 year
32.77%
3 year
17.34%
5 year
8.40%
10 year
10.01%
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.)
18.00%
Sharpe
1.01
Sortino
1.81
Max drawdown
-32.84%
Best month
16.77%
Worst month
-11.57%
Beta vs VTSAX
0.90
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.