Average annual returns
Through 20251 year
13.19%
3 year
14.96%
5 year
8.04%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
67 months through April 30, 2026Volatility (ann.)
9.63%
Sharpe
1.53
Sortino
2.87
Max drawdown
-19.69%
Best month
7.25%
Worst month
-7.16%
Beta vs VTSAX
0.70
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.