Average annual returns
Through 20251 year
5.46%
3 year
5.60%
5 year
4.15%
10 year
3.80%
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.)
1.62%
Sharpe
3.29
Sortino
10.71
Max drawdown
-7.03%
Best month
2.71%
Worst month
-6.74%
Beta vs VTSAX
0.04
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.