Average annual returns
Through 20251 year
14.31%
3 year
13.04%
5 year
6.99%
10 year
6.98%
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.)
9.21%
Sharpe
1.44
Sortino
2.75
Max drawdown
-20.32%
Best month
8.22%
Worst month
-11.89%
Beta vs VTSAX
0.66
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.