Average annual returns
Through 20251 year
8.05%
3 year
—
5 year
—
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
30 months through Jan. 31, 2026Volatility (ann.)
6.75%
Sharpe
1.94
Sortino
4.00
Max drawdown
-5.61%
Best month
5.74%
Worst month
-4.33%
Beta vs VTSAX
0.50
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.