Average annual returns
Through 20251 year
8.18%
3 year
6.01%
5 year
3.80%
10 year
3.29%
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.)
3.20%
Sharpe
1.89
Sortino
3.37
Max drawdown
-5.20%
Best month
3.09%
Worst month
-3.76%
Beta vs VTSAX
0.12
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.