Average annual returns
Through 20251 year
16.81%
3 year
21.51%
5 year
13.59%
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
66 months through April 30, 2026Volatility (ann.)
13.50%
Sharpe
1.55
Sortino
3.22
Max drawdown
-23.10%
Best month
9.94%
Worst month
-9.17%
Beta vs VTSAX
1.00
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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