Average annual returns
Through 20251 year
15.38%
3 year
24.93%
5 year
11.26%
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
67 months through April 30, 2026Volatility (ann.)
12.01%
Sharpe
1.78
Sortino
3.73
Max drawdown
-24.43%
Best month
10.90%
Worst month
-10.27%
Beta vs VTSAX
0.38
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.