Average annual returns
Through 20251 year
9.32%
3 year
9.54%
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
42 months through April 30, 2026Volatility (ann.)
14.30%
Sharpe
0.88
Sortino
1.55
Max drawdown
-16.63%
Best month
8.10%
Worst month
-5.77%
Beta vs VTSAX
0.47
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.