Average annual returns
Through 20251 year
15.88%
3 year
10.93%
5 year
9.86%
10 year
10.77%
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.)
13.40%
Sharpe
1.13
Sortino
1.95
Max drawdown
-25.06%
Best month
13.29%
Worst month
-14.01%
Beta vs VTSAX
0.78
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.