Average annual returns
Through 20251 year
18.38%
3 year
26.39%
5 year
0.79%
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
81 months through April 30, 2026Volatility (ann.)
23.91%
Sharpe
0.76
Sortino
1.50
Max drawdown
-56.11%
Best month
23.89%
Worst month
-14.14%
Beta vs VTSAX
0.50
Correlation
0.28
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.