Average annual returns
Through 20251 year
5.71%
3 year
—
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
33 months through April 30, 2026Volatility (ann.)
18.26%
Sharpe
0.54
Sortino
0.90
Max drawdown
-13.21%
Best month
10.12%
Worst month
-8.75%
Beta vs VTSAX
1.24
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.