Average annual returns
Through 20251 year
20.15%
3 year
36.29%
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
50 months through April 30, 2026Volatility (ann.)
30.21%
Sharpe
0.96
Sortino
1.81
Max drawdown
-47.18%
Best month
22.85%
Worst month
-22.67%
Beta vs VTSAX
1.86
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.