Average annual returns
Through 20251 year
14.50%
3 year
9.20%
5 year
2.96%
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.)
9.69%
Sharpe
0.95
Sortino
1.67
Max drawdown
-23.67%
Best month
9.57%
Worst month
-12.61%
Beta vs VTSAX
0.27
Correlation
0.35
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.