Average annual returns
Through 20251 year
16.22%
3 year
17.16%
5 year
5.79%
10 year
10.14%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
12.71%
Sharpe
1.13
Sortino
2.16
Max drawdown
-31.57%
Best month
11.42%
Worst month
-10.75%
Beta vs VTSAX
0.85
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.