Average annual returns
Through 20251 year
15.11%
3 year
22.05%
5 year
13.53%
10 year
13.50%
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.)
13.55%
Sharpe
1.54
Sortino
3.24
Max drawdown
-24.18%
Best month
13.58%
Worst month
-13.14%
Beta vs VTSAX
0.98
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.