Average annual returns
Through 20251 year
14.39%
3 year
14.98%
5 year
10.45%
10 year
10.75%
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.)
13.45%
Sharpe
1.32
Sortino
2.59
Max drawdown
-27.05%
Best month
13.07%
Worst month
-17.00%
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.