Average annual returns
Through 20251 year
28.73%
3 year
21.88%
5 year
8.51%
10 year
12.78%
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.)
17.32%
Sharpe
1.21
Sortino
2.21
Max drawdown
-31.68%
Best month
14.58%
Worst month
-16.06%
Beta vs VTSAX
1.15
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.