Average annual returns
Through 20251 year
22.49%
3 year
14.41%
5 year
6.66%
10 year
5.71%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
9.55%
Sharpe
1.53
Sortino
2.66
Max drawdown
-20.94%
Best month
6.78%
Worst month
-6.70%
Beta vs VTSAX
0.57
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.