Average annual returns
Through 20251 year
7.38%
3 year
10.09%
5 year
6.92%
10 year
6.40%
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.)
3.23%
Sharpe
2.95
Sortino
11.55
Max drawdown
-14.21%
Best month
5.05%
Worst month
-10.92%
Beta vs VTSAX
0.22
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.