Average annual returns
Through 20251 year
16.84%
3 year
25.81%
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
41 months through April 30, 2026Volatility (ann.)
14.42%
Sharpe
1.55
Sortino
3.38
Max drawdown
-9.21%
Best month
13.59%
Worst month
-7.58%
Beta vs VTSAX
0.35
Correlation
0.31
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.