Average annual returns
Through 20241 year
7.85%
3 year
0.41%
5 year
3.55%
10 year
4.29%
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.)
7.49%
Sharpe
1.30
Sortino
2.26
Max drawdown
-22.87%
Best month
6.58%
Worst month
-9.94%
Beta vs VTSAX
0.02
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.