Average annual returns
Through 20251 year
-4.90%
3 year
12.90%
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
66 months through April 30, 2026Volatility (ann.)
15.83%
Sharpe
0.99
Sortino
1.93
Max drawdown
-18.97%
Best month
14.28%
Worst month
-10.62%
Beta vs VTSAX
0.83
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.