Average annual returns
Through 20251 year
6.06%
3 year
4.95%
5 year
4.55%
10 year
3.92%
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.)
0.93%
Sharpe
5.44
Sortino
13.51
Max drawdown
-2.37%
Best month
3.23%
Worst month
-2.10%
Beta vs VTSAX
0.01
Correlation
0.12
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.