Average annual returns
Through 20251 year
17.70%
3 year
21.84%
5 year
13.68%
10 year
14.84%
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.)
14.94%
Sharpe
1.44
Sortino
2.86
Max drawdown
-25.72%
Best month
13.07%
Worst month
-12.38%
Beta vs VTSAX
1.05
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.