Average annual returns
Through 20251 year
15.63%
3 year
19.03%
5 year
12.84%
10 year
13.14%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
60 months through April 30, 2026Volatility (ann.)
13.97%
Sharpe
1.41
Sortino
2.80
Max drawdown
-22.57%
Best month
9.93%
Worst month
-9.04%
Beta vs VTSAX
1.02
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.