Average annual returns
Through 20251 year
24.41%
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.)
16.80%
Sharpe
1.57
Sortino
3.90
Max drawdown
-8.08%
Best month
14.40%
Worst month
-6.41%
Beta vs VTSAX
1.02
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.