Average annual returns
Through 20251 year
17.99%
3 year
15.60%
5 year
7.28%
10 year
8.30%
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.)
10.29%
Sharpe
1.43
Sortino
2.68
Max drawdown
-23.87%
Best month
11.20%
Worst month
-12.95%
Beta vs VTSAX
0.75
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.