Average annual returns
Through 20251 year
15.40%
3 year
—
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
30 months through April 30, 2026Volatility (ann.)
11.95%
Sharpe
1.59
Sortino
3.02
Max drawdown
-8.75%
Best month
8.05%
Worst month
-4.88%
Beta vs VTSAX
0.75
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.