Average annual returns
Through 20251 year
6.12%
3 year
6.08%
5 year
6.66%
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
75 months through April 30, 2026Volatility (ann.)
12.59%
Sharpe
0.61
Sortino
0.94
Max drawdown
-21.19%
Best month
11.61%
Worst month
-13.57%
Beta vs VTSAX
0.69
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.