Average annual returns
Through 20251 year
18.38%
3 year
14.15%
5 year
12.60%
10 year
11.27%
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.)
14.25%
Sharpe
1.13
Sortino
2.05
Max drawdown
-33.28%
Best month
15.97%
Worst month
-21.51%
Beta vs VTSAX
0.97
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.