Average annual returns
Through 20251 year
15.42%
3 year
4.15%
5 year
2.74%
10 year
2.80%
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.)
4.86%
Sharpe
1.00
Sortino
1.88
Max drawdown
-11.41%
Best month
3.55%
Worst month
-5.70%
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.