Average annual returns
Through 20251 year
10.22%
3 year
15.44%
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
56 months through April 30, 2026Volatility (ann.)
10.44%
Sharpe
1.31
Sortino
2.35
Max drawdown
-14.35%
Best month
6.52%
Worst month
-5.71%
Beta vs VTSAX
0.38
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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