Average annual returns
Through 20251 year
0.79%
3 year
18.26%
5 year
22.16%
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
78 months through April 30, 2026Volatility (ann.)
15.59%
Sharpe
1.75
Sortino
4.05
Max drawdown
-51.58%
Best month
38.31%
Worst month
-42.07%
Beta vs VTSAX
0.55
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.