Average annual returns
Through 20251 year
24.13%
3 year
22.93%
5 year
12.09%
10 year
13.17%
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.)
14.11%
Sharpe
1.75
Sortino
4.17
Max drawdown
-30.36%
Best month
13.21%
Worst month
-12.35%
Beta vs VTSAX
0.88
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.