Average annual returns
Through 20251 year
17.86%
3 year
34.35%
5 year
12.36%
10 year
18.56%
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.)
21.36%
Sharpe
1.29
Sortino
2.72
Max drawdown
-38.68%
Best month
16.23%
Worst month
-14.24%
Beta vs VTSAX
1.33
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.