Average annual returns
Through 20251 year
17.99%
3 year
15.98%
5 year
9.04%
10 year
8.24%
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.)
10.96%
Sharpe
1.42
Sortino
2.68
Max drawdown
-23.47%
Best month
12.50%
Worst month
-14.61%
Beta vs VTSAX
0.77
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.