Average annual returns
Through 20251 year
30.76%
3 year
24.03%
5 year
16.58%
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
75 months through April 30, 2026Volatility (ann.)
14.88%
Sharpe
1.87
Sortino
4.17
Max drawdown
-26.95%
Best month
14.48%
Worst month
-19.28%
Beta vs VTSAX
0.97
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.