Average annual returns
Through 20251 year
14.86%
3 year
20.54%
5 year
10.82%
10 year
12.59%
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.)
13.14%
Sharpe
1.46
Sortino
3.02
Max drawdown
-26.50%
Best month
13.72%
Worst month
-13.63%
Beta vs VTSAX
0.96
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.