Average annual returns
Through 20251 year
6.11%
3 year
7.16%
5 year
2.33%
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
75 months through March 31, 2026Volatility (ann.)
4.67%
Sharpe
1.27
Sortino
2.45
Max drawdown
-12.07%
Best month
3.47%
Worst month
-3.22%
Beta vs VTSAX
0.30
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.