Average annual returns
Through 20251 year
4.23%
3 year
8.87%
5 year
5.62%
10 year
5.55%
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.)
2.49%
Sharpe
3.06
Sortino
10.36
Max drawdown
-16.20%
Best month
4.63%
Worst month
-14.92%
Beta vs VTSAX
0.12
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.