Average annual returns
Through 20251 year
8.67%
3 year
8.33%
5 year
4.30%
10 year
4.80%
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.)
3.50%
Sharpe
2.22
Sortino
5.29
Max drawdown
-11.25%
Best month
3.80%
Worst month
-4.38%
Beta vs VTSAX
0.26
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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