Average annual returns
Through 20251 year
25.89%
3 year
18.73%
5 year
10.71%
10 year
12.43%
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.)
14.60%
Sharpe
1.28
Sortino
2.54
Max drawdown
-27.45%
Best month
13.89%
Worst month
-14.95%
Beta vs VTSAX
0.97
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.