Average annual returns
Through 20251 year
12.37%
3 year
26.19%
5 year
13.32%
10 year
16.20%
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.)
14.38%
Sharpe
1.48
Sortino
3.12
Max drawdown
-28.11%
Best month
13.60%
Worst month
-10.51%
Beta vs VTSAX
1.00
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.