Average annual returns
Through 20251 year
6.58%
3 year
6.65%
5 year
7.05%
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
63 months through April 30, 2026Volatility (ann.)
12.68%
Sharpe
0.52
Sortino
0.79
Max drawdown
-17.58%
Best month
10.19%
Worst month
-9.08%
Beta vs VTSAX
0.74
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.