Average annual returns
Through 20251 year
3.60%
3 year
7.74%
5 year
4.85%
10 year
4.85%
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.)
1.97%
Sharpe
3.45
Sortino
12.97
Max drawdown
-12.33%
Best month
3.45%
Worst month
-11.34%
Beta vs VTSAX
0.10
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.