Average annual returns
Through 20251 year
19.11%
3 year
15.33%
5 year
7.15%
10 year
14.09%
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.)
20.15%
Sharpe
1.06
Sortino
2.13
Max drawdown
-30.45%
Best month
19.54%
Worst month
-11.44%
Beta vs VTSAX
1.19
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.