Average annual returns
Through 20251 year
18.98%
3 year
32.70%
5 year
6.72%
10 year
15.63%
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.)
22.25%
Sharpe
1.20
Sortino
2.33
Max drawdown
-49.60%
Best month
18.26%
Worst month
-16.97%
Beta vs VTSAX
1.49
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.