Average annual returns
Through 20251 year
6.52%
3 year
4.99%
5 year
5.40%
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.)
13.26%
Sharpe
0.85
Sortino
1.42
Max drawdown
-35.96%
Best month
19.78%
Worst month
-26.14%
Beta vs VTSAX
0.58
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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