Average annual returns
Through 20241 year
-4.98%
3 year
4.88%
5 year
1.79%
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
78 months through April 30, 2026Volatility (ann.)
15.92%
Sharpe
0.45
Sortino
0.73
Max drawdown
-31.99%
Best month
12.51%
Worst month
-14.75%
Beta vs VTSAX
1.03
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.