Average annual returns
Through 20251 year
7.49%
3 year
16.54%
5 year
9.21%
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
81 months through April 30, 2026Volatility (ann.)
10.16%
Sharpe
1.43
Sortino
3.08
Max drawdown
-51.69%
Best month
37.51%
Worst month
-47.09%
Beta vs VTSAX
0.56
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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