Average annual returns
Through 20251 year
12.15%
3 year
8.90%
5 year
4.98%
10 year
4.91%
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.)
3.71%
Sharpe
2.34
Sortino
5.38
Max drawdown
-7.92%
Best month
4.38%
Worst month
-7.92%
Beta vs VTSAX
0.18
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.