Average annual returns
Through 20251 year
9.57%
3 year
10.92%
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
50 months through April 30, 2026Volatility (ann.)
8.09%
Sharpe
1.21
Sortino
2.11
Max drawdown
-12.59%
Best month
10.32%
Worst month
-7.66%
Beta vs VTSAX
0.31
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.