Average annual returns
Through 20251 year
12.19%
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.)
10.00%
Sharpe
1.20
Sortino
2.20
Max drawdown
-6.91%
Best month
7.10%
Worst month
-5.06%
Beta vs VTSAX
0.39
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.