Average annual returns
Through 20251 year
-0.96%
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
30 months through April 30, 2026Volatility (ann.)
14.91%
Sharpe
0.80
Sortino
1.42
Max drawdown
-9.02%
Best month
10.95%
Worst month
-7.68%
Beta vs VTSAX
0.79
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.