Average annual returns
Through 20251 year
8.09%
3 year
9.27%
5 year
5.39%
10 year
4.96%
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.)
4.00%
Sharpe
2.09
Sortino
5.26
Max drawdown
-17.24%
Best month
4.89%
Worst month
-12.38%
Beta vs VTSAX
0.20
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.