Average annual returns
Through 20251 year
17.44%
3 year
21.59%
5 year
13.45%
10 year
14.61%
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.)
14.92%
Sharpe
1.42
Sortino
2.82
Max drawdown
-25.84%
Best month
13.09%
Worst month
-12.42%
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.