Average annual returns
Through 20251 year
16.48%
3 year
19.72%
5 year
6.64%
10 year
9.74%
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.)
21.85%
Sharpe
1.06
Sortino
2.00
Max drawdown
-32.64%
Best month
16.07%
Worst month
-20.15%
Beta vs VTSAX
1.47
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.