Average annual returns
Through 20251 year
17.24%
3 year
22.28%
5 year
13.77%
10 year
14.15%
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.)
13.14%
Sharpe
1.60
Sortino
3.39
Max drawdown
-24.21%
Best month
12.73%
Worst month
-12.39%
Beta vs VTSAX
0.95
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.