Average annual returns
Through 20251 year
-16.92%
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
32 months through April 30, 2026Volatility (ann.)
14.68%
Sharpe
-0.33
Sortino
-0.43
Max drawdown
-29.00%
Best month
7.19%
Worst month
-12.15%
Beta vs VTSAX
0.43
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.