Average annual returns
Through 20251 year
25.59%
3 year
19.76%
5 year
13.88%
10 year
13.46%
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.)
14.46%
Sharpe
1.59
Sortino
3.26
Max drawdown
-25.66%
Best month
13.89%
Worst month
-15.24%
Beta vs VTSAX
0.97
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.