Average annual returns
Through 20251 year
14.87%
3 year
12.43%
5 year
5.19%
10 year
6.60%
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.)
8.58%
Sharpe
1.34
Sortino
2.42
Max drawdown
-21.08%
Best month
8.36%
Worst month
-10.08%
Beta vs VTSAX
0.61
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.