Average annual returns
Through 20251 year
19.65%
3 year
15.99%
5 year
14.00%
10 year
10.85%
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.)
13.92%
Sharpe
1.38
Sortino
2.65
Max drawdown
-27.26%
Best month
14.81%
Worst month
-18.77%
Beta vs VTSAX
0.45
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.