Average annual returns
Through 20251 year
22.93%
3 year
20.11%
5 year
13.44%
10 year
12.72%
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.)
14.81%
Sharpe
1.62
Sortino
3.25
Max drawdown
-22.59%
Best month
11.48%
Worst month
-13.60%
Beta vs VTSAX
1.00
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.