Average annual returns
Through 20251 year
14.59%
3 year
15.20%
5 year
10.66%
10 year
10.97%
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.)
13.43%
Sharpe
1.34
Sortino
2.64
Max drawdown
-27.04%
Best month
13.09%
Worst month
-16.99%
Beta vs VTSAX
0.87
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.