Average annual returns
Through 20251 year
19.24%
3 year
32.95%
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
59 months through April 30, 2026Volatility (ann.)
22.28%
Sharpe
1.21
Sortino
2.35
Max drawdown
-49.48%
Best month
15.09%
Worst month
-16.96%
Beta vs VTSAX
1.49
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.