Average annual returns
Through 20251 year
15.94%
3 year
13.77%
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
42 months through April 30, 2026Volatility (ann.)
13.80%
Sharpe
1.25
Sortino
2.26
Max drawdown
-10.00%
Best month
7.71%
Worst month
-7.50%
Beta vs VTSAX
0.85
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.