Average annual returns
Through 20251 year
15.71%
3 year
13.55%
5 year
11.19%
10 year
10.52%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
48 months through April 30, 2026Volatility (ann.)
14.17%
Sharpe
1.23
Sortino
2.28
Max drawdown
-14.82%
Best month
12.98%
Worst month
-10.04%
Beta vs VTSAX
0.89
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.