Average annual returns
Through 20251 year
8.78%
3 year
—
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
33 months through April 30, 2026Volatility (ann.)
17.66%
Sharpe
0.83
Sortino
1.53
Max drawdown
-16.43%
Best month
11.31%
Worst month
-9.20%
Beta vs VTSAX
1.09
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.