Average annual returns
Through 20251 year
4.23%
3 year
7.88%
5 year
4.84%
10 year
4.99%
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.)
2.09%
Sharpe
3.28
Sortino
12.60
Max drawdown
-12.67%
Best month
3.69%
Worst month
-11.52%
Beta vs VTSAX
0.13
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.