Average annual returns
Through 20251 year
3.81%
3 year
4.06%
5 year
1.51%
10 year
3.16%
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.)
4.18%
Sharpe
0.90
Sortino
1.51
Max drawdown
-7.98%
Best month
3.08%
Worst month
-4.09%
Beta vs VTSAX
0.24
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.