Average annual returns
Through 20251 year
14.27%
3 year
18.67%
5 year
12.54%
10 year
13.09%
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.)
11.78%
Sharpe
1.51
Sortino
2.96
Max drawdown
-20.21%
Best month
11.30%
Worst month
-11.69%
Beta vs VTSAX
0.84
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.