Average annual returns
Through 20251 year
18.75%
3 year
17.90%
5 year
13.42%
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.)
13.53%
Sharpe
1.39
Sortino
2.73
Max drawdown
-36.16%
Best month
19.51%
Worst month
-25.24%
Beta vs VTSAX
0.96
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.