Average annual returns
Through 20251 year
13.81%
3 year
18.02%
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.)
12.71%
Sharpe
1.37
Sortino
2.44
Max drawdown
-18.32%
Best month
10.47%
Worst month
-8.94%
Beta vs VTSAX
0.94
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.