Average annual returns
Through 20251 year
-6.34%
3 year
7.96%
5 year
8.22%
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.)
12.67%
Sharpe
0.36
Sortino
0.51
Max drawdown
-39.94%
Best month
18.14%
Worst month
-34.10%
Beta vs VTSAX
0.52
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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