Average annual returns
Through 20251 year
16.19%
3 year
11.33%
5 year
10.29%
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.)
13.23%
Sharpe
1.31
Sortino
2.38
Max drawdown
-16.23%
Best month
8.95%
Worst month
-9.70%
Beta vs VTSAX
0.50
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.