Average annual returns
Through 20251 year
13.70%
3 year
20.29%
5 year
11.95%
10 year
13.50%
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.)
12.94%
Sharpe
1.39
Sortino
2.92
Max drawdown
-24.93%
Best month
13.96%
Worst month
-12.54%
Beta vs VTSAX
0.92
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.