Average annual returns
Through 20251 year
21.46%
3 year
19.63%
5 year
9.91%
10 year
10.34%
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.)
12.77%
Sharpe
1.47
Sortino
2.86
Max drawdown
-27.66%
Best month
14.53%
Worst month
-16.94%
Beta vs VTSAX
0.92
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.