Average annual returns
Through 20241 year
5.12%
3 year
2.15%
5 year
2.31%
10 year
2.26%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
2.30%
Sharpe
2.29
Sortino
5.12
Max drawdown
-6.94%
Best month
1.84%
Worst month
-2.41%
Beta vs VTSAX
0.00
Correlation
0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.