Average annual returns
Through 20251 year
14.52%
3 year
26.32%
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.)
15.78%
Sharpe
1.42
Sortino
3.08
Max drawdown
-28.49%
Best month
13.63%
Worst month
-10.45%
Beta vs VTSAX
0.45
Correlation
0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.