Average annual returns
Through 20251 year
12.86%
3 year
10.28%
5 year
10.34%
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
80 months through April 30, 2026Volatility (ann.)
4.98%
Sharpe
2.38
Sortino
6.58
Max drawdown
-16.57%
Best month
5.61%
Worst month
-9.20%
Beta vs VTSAX
0.19
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.