Average annual returns
Through 20251 year
7.70%
3 year
—
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
24 months through March 31, 2026Volatility (ann.)
10.59%
Sharpe
0.65
Sortino
0.99
Max drawdown
-6.51%
Best month
4.81%
Worst month
-6.51%
Beta vs VTSAX
-0.12
Correlation
-0.13
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.