Average annual returns
Through 20251 year
15.54%
3 year
18.11%
5 year
10.30%
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.)
20.42%
Sharpe
1.12
Sortino
2.20
Max drawdown
-32.97%
Best month
15.60%
Worst month
-22.50%
Beta vs VTSAX
1.32
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.