Average annual returns
Through 20251 year
15.53%
3 year
29.35%
5 year
14.58%
10 year
16.27%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through April 30, 2026Volatility (ann.)
16.47%
Sharpe
1.42
Sortino
2.86
Max drawdown
-30.41%
Best month
15.43%
Worst month
-11.87%
Beta vs VTSAX
1.10
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.