Average annual returns
Through 20251 year
14.77%
3 year
32.22%
5 year
9.73%
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.)
22.08%
Sharpe
1.33
Sortino
2.56
Max drawdown
-42.42%
Best month
15.22%
Worst month
-13.76%
Beta vs VTSAX
1.38
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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