Average annual returns
Through 20251 year
23.39%
3 year
31.58%
5 year
14.40%
10 year
18.62%
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.)
18.93%
Sharpe
1.56
Sortino
3.65
Max drawdown
-33.38%
Best month
18.44%
Worst month
-12.34%
Beta vs VTSAX
1.10
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.