Average annual returns
Through 20251 year
7.80%
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.)
4.44%
Sharpe
1.93
Sortino
5.39
Max drawdown
-1.93%
Best month
4.36%
Worst month
-1.34%
Beta vs VTSAX
0.30
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.