Average annual returns
Through 20251 year
4.47%
3 year
17.85%
5 year
11.14%
10 year
12.14%
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.)
13.44%
Sharpe
1.05
Sortino
2.02
Max drawdown
-24.41%
Best month
13.02%
Worst month
-13.42%
Beta vs VTSAX
0.92
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.