Average annual returns
Through 20251 year
3.00%
3 year
-2.63%
5 year
5.59%
10 year
4.76%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
25 months through Jan. 31, 2026Volatility (ann.)
12.16%
Sharpe
1.06
Sortino
2.06
Max drawdown
-5.98%
Best month
9.64%
Worst month
-5.98%
Beta vs VTSAX
0.40
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.