Average annual returns
Through 20251 year
25.27%
3 year
22.66%
5 year
7.56%
10 year
11.03%
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.)
15.62%
Sharpe
1.45
Sortino
2.89
Max drawdown
-33.28%
Best month
15.99%
Worst month
-16.52%
Beta vs VTSAX
0.57
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.