Average annual returns
Through 20251 year
23.54%
3 year
17.58%
5 year
14.46%
10 year
10.99%
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.)
12.81%
Sharpe
1.48
Sortino
2.80
Max drawdown
-31.96%
Best month
16.81%
Worst month
-20.68%
Beta vs VTSAX
0.87
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.