Average annual returns
Through 20251 year
15.68%
3 year
21.57%
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.)
14.26%
Sharpe
1.41
Sortino
2.78
Max drawdown
-9.88%
Best month
9.38%
Worst month
-6.18%
Beta vs VTSAX
1.06
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.