Average annual returns
Through 20251 year
16.34%
3 year
12.63%
5 year
12.01%
10 year
10.75%
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.)
12.56%
Sharpe
1.38
Sortino
2.44
Max drawdown
-22.70%
Best month
13.28%
Worst month
-14.80%
Beta vs VTSAX
0.71
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.