Average annual returns
Through 20251 year
22.51%
3 year
14.80%
5 year
—
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
48 months through April 30, 2026Volatility (ann.)
23.30%
Sharpe
0.71
Sortino
1.24
Max drawdown
-23.08%
Best month
14.96%
Worst month
-13.72%
Beta vs VTSAX
1.44
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.