Average annual returns
Through 20251 year
12.44%
3 year
—
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
33 months through April 30, 2026Volatility (ann.)
15.24%
Sharpe
1.16
Sortino
2.19
Max drawdown
-11.18%
Best month
10.74%
Worst month
-7.57%
Beta vs VTSAX
1.02
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.