Average annual returns
Through 20251 year
14.85%
3 year
17.15%
5 year
11.52%
10 year
12.60%
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.)
12.96%
Sharpe
1.10
Sortino
1.94
Max drawdown
-24.00%
Best month
13.24%
Worst month
-15.73%
Beta vs VTSAX
0.96
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.