Average annual returns
Through 20251 year
17.97%
3 year
16.97%
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
43 months through April 30, 2026Volatility (ann.)
14.72%
Sharpe
1.25
Sortino
2.48
Max drawdown
-9.55%
Best month
8.82%
Worst month
-7.19%
Beta vs VTSAX
0.97
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.