Average annual returns
Through 20251 year
20.04%
3 year
12.32%
5 year
7.43%
10 year
5.70%
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.)
4.14%
Sharpe
3.14
Sortino
11.10
Max drawdown
-11.12%
Best month
5.39%
Worst month
-10.52%
Beta vs VTSAX
0.14
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.