Average annual returns
Through 20251 year
6.85%
3 year
5.87%
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
55 months through March 31, 2026Volatility (ann.)
0.89%
Sharpe
6.31
Sortino
Max drawdown
-0.43%
Best month
1.24%
Worst month
-0.43%
Beta vs VTSAX
0.01
Correlation
0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.