Average annual returns
Through 20251 year
14.96%
3 year
11.86%
5 year
11.13%
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.)
13.17%
Sharpe
1.18
Sortino
2.17
Max drawdown
-32.13%
Best month
14.62%
Worst month
-21.14%
Beta vs VTSAX
0.81
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.