Average annual returns
Through 20251 year
17.18%
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
38 months through April 30, 2026Volatility (ann.)
12.99%
Sharpe
1.54
Sortino
3.18
Max drawdown
-8.81%
Best month
9.83%
Worst month
-5.34%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.