Average annual returns
Through 20251 year
11.45%
3 year
13.71%
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.)
13.38%
Sharpe
1.58
Sortino
3.05
Max drawdown
-7.34%
Best month
9.34%
Worst month
-7.29%
Beta vs VTSAX
0.38
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.