Average annual returns
Through 20251 year
11.41%
3 year
19.69%
5 year
—
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
56 months through April 30, 2026Volatility (ann.)
11.43%
Sharpe
1.31
Sortino
2.59
Max drawdown
-18.15%
Best month
7.71%
Worst month
-7.92%
Beta vs VTSAX
0.31
Correlation
0.35
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.