Average annual returns
Through 20251 year
7.65%
3 year
6.35%
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
42 months through April 30, 2026Volatility (ann.)
16.45%
Sharpe
0.54
Sortino
0.88
Max drawdown
-17.21%
Best month
11.73%
Worst month
-7.69%
Beta vs VTSAX
0.88
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.