Average annual returns
Through 20251 year
11.78%
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
39 months through April 30, 2026Volatility (ann.)
19.36%
Sharpe
1.00
Sortino
1.87
Max drawdown
-15.26%
Best month
14.70%
Worst month
-8.55%
Beta vs VTSAX
1.25
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.