Average annual returns
Through 20251 year
16.43%
3 year
17.03%
5 year
10.37%
10 year
11.49%
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.)
14.54%
Sharpe
1.23
Sortino
2.39
Max drawdown
-24.59%
Best month
11.22%
Worst month
-10.13%
Beta vs VTSAX
1.06
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.