Average annual returns
Through 20251 year
12.11%
3 year
9.04%
5 year
5.57%
10 year
4.42%
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.)
2.29%
Sharpe
4.12
Sortino
21.85
Max drawdown
-7.21%
Best month
2.70%
Worst month
-6.80%
Beta vs VTSAX
0.07
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.