Average annual returns
Through 20251 year
-2.94%
3 year
7.22%
5 year
0.06%
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.)
18.50%
Sharpe
0.29
Sortino
0.47
Max drawdown
-33.35%
Best month
14.11%
Worst month
-18.08%
Beta vs VTSAX
1.23
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.