Average annual returns
Through 20251 year
14.46%
3 year
19.81%
5 year
11.71%
10 year
12.58%
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.)
12.58%
Sharpe
1.43
Sortino
2.91
Max drawdown
-25.23%
Best month
12.36%
Worst month
-12.76%
Beta vs VTSAX
0.92
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.