Average annual returns
Through 20251 year
8.77%
3 year
10.37%
5 year
8.31%
10 year
5.94%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
42 months through Jan. 31, 2026Volatility (ann.)
2.80%
Sharpe
3.25
Sortino
10.52
Max drawdown
-6.95%
Best month
4.43%
Worst month
-4.79%
Beta vs VTSAX
0.19
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.