Average annual returns
Through 20251 year
18.59%
3 year
14.13%
5 year
14.65%
10 year
12.64%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through April 30, 2026Volatility (ann.)
12.47%
Sharpe
1.35
Sortino
2.36
Max drawdown
-31.41%
Best month
15.00%
Worst month
-20.35%
Beta vs VTSAX
0.76
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.