Average annual returns
Through 20251 year
3.39%
3 year
8.84%
5 year
5.49%
10 year
4.47%
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.)
3.31%
Sharpe
2.46
Sortino
5.56
Max drawdown
-5.72%
Best month
3.51%
Worst month
-3.41%
Beta vs VTSAX
0.05
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.