Average annual returns
Through 20251 year
15.48%
3 year
16.35%
5 year
7.72%
10 year
9.77%
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.)
12.91%
Sharpe
1.20
Sortino
2.25
Max drawdown
-27.01%
Best month
13.62%
Worst month
-15.20%
Beta vs VTSAX
0.93
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.