Average annual returns
Through 20251 year
5.75%
3 year
5.33%
5 year
4.47%
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.)
9.05%
Sharpe
0.79
Sortino
1.29
Max drawdown
-29.46%
Best month
10.13%
Worst month
-24.40%
Beta vs VTSAX
0.29
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.