Average annual returns
Through 20251 year
17.15%
3 year
16.91%
5 year
13.30%
10 year
10.91%
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.)
12.89%
Sharpe
1.41
Sortino
2.74
Max drawdown
-26.90%
Best month
12.58%
Worst month
-16.90%
Beta vs VTSAX
0.89
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.