Average annual returns
Through 20251 year
7.07%
3 year
7.89%
5 year
4.77%
10 year
4.75%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
1.56%
Sharpe
4.71
Sortino
35.44
Max drawdown
-7.16%
Best month
3.22%
Worst month
-2.86%
Beta vs VTSAX
0.11
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.