Average annual returns
Through 20251 year
17.37%
3 year
21.80%
5 year
14.23%
10 year
13.37%
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.)
13.02%
Sharpe
1.56
Sortino
3.22
Max drawdown
-22.70%
Best month
13.05%
Worst month
-12.99%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.