Average annual returns
Through 20251 year
17.53%
3 year
14.63%
5 year
12.77%
10 year
10.32%
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.)
14.10%
Sharpe
1.27
Sortino
2.44
Max drawdown
-28.62%
Best month
15.62%
Worst month
-20.06%
Beta vs VTSAX
0.48
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.