Average annual returns
Through 20251 year
9.14%
3 year
5.95%
5 year
3.42%
10 year
4.51%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
40 months through Jan. 31, 2026Volatility (ann.)
5.49%
Sharpe
1.35
Sortino
2.69
Max drawdown
-3.63%
Best month
4.14%
Worst month
-2.86%
Beta vs VTSAX
0.29
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.