Average annual returns
Through 20251 year
18.46%
3 year
21.17%
5 year
13.09%
10 year
13.11%
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.)
13.33%
Sharpe
1.56
Sortino
3.11
Max drawdown
-26.38%
Best month
10.82%
Worst month
-9.45%
Beta vs VTSAX
0.98
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.