Average annual returns
Through 20251 year
8.51%
3 year
11.54%
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
51 months through April 30, 2026Volatility (ann.)
19.95%
Sharpe
0.86
Sortino
1.68
Max drawdown
-20.07%
Best month
14.96%
Worst month
-10.23%
Beta vs VTSAX
1.20
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.