Average annual returns
Through 20251 year
-1.55%
3 year
7.14%
5 year
4.52%
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
82 months through April 30, 2026Volatility (ann.)
10.28%
Sharpe
0.74
Sortino
1.24
Max drawdown
-13.24%
Best month
8.08%
Worst month
-5.11%
Beta vs VTSAX
0.63
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.