Average annual returns
Through 20251 year
3.88%
3 year
9.85%
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
56 months through April 30, 2026Volatility (ann.)
5.92%
Sharpe
1.19
Sortino
2.00
Max drawdown
-19.37%
Best month
4.86%
Worst month
-4.57%
Beta vs VTSAX
0.16
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.