Average annual returns
Through 20251 year
15.75%
3 year
14.48%
5 year
11.38%
10 year
10.33%
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.)
12.31%
Sharpe
1.46
Sortino
2.74
Max drawdown
-27.92%
Best month
11.81%
Worst month
-17.41%
Beta vs VTSAX
0.84
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.