Average annual returns
Through 20251 year
17.20%
3 year
28.68%
5 year
11.85%
10 year
15.85%
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.)
16.66%
Sharpe
1.41
Sortino
2.79
Max drawdown
-32.61%
Best month
14.77%
Worst month
-11.49%
Beta vs VTSAX
1.10
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.