Average annual returns
Through 20251 year
7.25%
3 year
—
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.)
14.07%
Sharpe
1.20
Sortino
2.46
Max drawdown
-10.17%
Best month
9.06%
Worst month
-5.55%
Beta vs VTSAX
0.91
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.