Average annual returns
Through 20251 year
33.00%
3 year
23.02%
5 year
13.58%
10 year
14.10%
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.)
15.54%
Sharpe
1.56
Sortino
3.25
Max drawdown
-23.76%
Best month
13.76%
Worst month
-15.28%
Beta vs VTSAX
1.00
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.