Average annual returns
Through 20251 year
8.95%
3 year
5.21%
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.)
4.69%
Sharpe
0.81
Sortino
1.15
Max drawdown
-8.14%
Best month
4.63%
Worst month
-4.96%
Beta vs VTSAX
0.24
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.