Average annual returns
Through 20251 year
4.12%
3 year
7.61%
5 year
9.18%
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.)
9.66%
Sharpe
1.22
Sortino
2.37
Max drawdown
-11.61%
Best month
8.39%
Worst month
-5.31%
Beta vs VTSAX
0.34
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.