Average annual returns
Through 20251 year
17.21%
3 year
22.18%
5 year
13.45%
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
81 months through April 30, 2026Volatility (ann.)
13.75%
Sharpe
1.49
Sortino
3.12
Max drawdown
-19.40%
Best month
12.74%
Worst month
-12.50%
Beta vs VTSAX
0.46
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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