Average annual returns
Through 20251 year
1.44%
3 year
5.85%
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
51 months through April 30, 2026Volatility (ann.)
17.01%
Sharpe
0.55
Sortino
0.93
Max drawdown
-27.46%
Best month
11.72%
Worst month
-12.57%
Beta vs VTSAX
0.91
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.