Average annual returns
Through 20251 year
19.15%
3 year
17.29%
5 year
10.18%
10 year
8.95%
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.)
11.76%
Sharpe
1.44
Sortino
2.76
Max drawdown
-24.57%
Best month
12.82%
Worst month
-16.63%
Beta vs VTSAX
0.83
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.