Average annual returns
Through 20251 year
13.06%
3 year
17.70%
5 year
11.29%
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
67 months through April 30, 2026Volatility (ann.)
9.47%
Sharpe
1.73
Sortino
3.34
Max drawdown
-13.24%
Best month
9.71%
Worst month
-7.96%
Beta vs VTSAX
0.36
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.