Average annual returns
Through 20251 year
14.51%
3 year
12.95%
5 year
10.84%
10 year
11.30%
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.)
12.38%
Sharpe
1.20
Sortino
2.14
Max drawdown
-25.27%
Best month
13.52%
Worst month
-15.96%
Beta vs VTSAX
0.76
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.