Average annual returns
Through 20251 year
12.23%
3 year
14.26%
5 year
12.52%
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.)
20.30%
Sharpe
0.96
Sortino
1.90
Max drawdown
-33.93%
Best month
14.72%
Worst month
-23.06%
Beta vs VTSAX
1.24
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.