Average annual returns
Through 20251 year
19.90%
3 year
24.05%
5 year
13.33%
10 year
16.42%
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.)
16.23%
Sharpe
1.62
Sortino
3.49
Max drawdown
-29.64%
Best month
12.90%
Worst month
-10.19%
Beta vs VTSAX
1.08
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.