Average annual returns
Through 20251 year
5.03%
3 year
7.98%
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
56 months through April 30, 2026Volatility (ann.)
5.74%
Sharpe
1.18
Sortino
1.79
Max drawdown
-14.39%
Best month
3.19%
Worst month
-3.83%
Beta vs VTSAX
0.23
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.