Average annual returns
Through 20251 year
2.44%
3 year
3.46%
5 year
0.73%
10 year
2.10%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
30 months through March 31, 2026Volatility (ann.)
4.25%
Sharpe
0.95
Sortino
1.53
Max drawdown
-3.33%
Best month
2.33%
Worst month
-1.92%
Beta vs VTSAX
0.27
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.