Average annual returns
Through 20251 year
17.66%
3 year
9.12%
5 year
4.35%
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.)
16.25%
Sharpe
0.35
Sortino
0.58
Max drawdown
-24.48%
Best month
12.13%
Worst month
-12.29%
Beta vs VTSAX
0.88
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.