Average annual returns
Through 20251 year
5.15%
3 year
2.26%
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
42 months through March 31, 2026Volatility (ann.)
3.74%
Sharpe
1.10
Sortino
1.77
Max drawdown
-3.12%
Best month
2.91%
Worst month
-2.58%
Beta vs VTSAX
0.07
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.