Average annual returns
Through 20251 year
16.19%
3 year
30.73%
5 year
8.21%
10 year
16.55%
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.)
21.28%
Sharpe
1.33
Sortino
2.56
Max drawdown
-42.46%
Best month
15.80%
Worst month
-13.77%
Beta vs VTSAX
1.39
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.