Average annual returns
Through 20251 year
6.01%
3 year
6.80%
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
42 months through Jan. 31, 2026Volatility (ann.)
2.51%
Sharpe
2.29
Sortino
4.74
Max drawdown
-5.39%
Best month
3.70%
Worst month
-3.13%
Beta vs VTSAX
0.17
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.