Average annual returns
Through 20251 year
13.54%
3 year
18.83%
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.)
12.34%
Sharpe
1.45
Sortino
2.89
Max drawdown
-18.58%
Best month
9.28%
Worst month
-7.77%
Beta vs VTSAX
0.43
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.