Average annual returns
Through 20251 year
16.18%
3 year
21.20%
5 year
13.54%
10 year
13.51%
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.)
13.24%
Sharpe
1.53
Sortino
3.19
Max drawdown
-23.12%
Best month
12.41%
Worst month
-15.09%
Beta vs VTSAX
0.98
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.