Average annual returns
Through 20251 year
15.33%
3 year
4.13%
5 year
2.72%
10 year
—
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.)
4.90%
Sharpe
1.00
Sortino
1.89
Max drawdown
-11.40%
Best month
3.65%
Worst month
-5.61%
Beta vs VTSAX
0.01
Correlation
0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.