Average annual returns
Through 20251 year
4.34%
3 year
9.22%
5 year
6.49%
10 year
10.90%
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.)
16.19%
Sharpe
0.41
Sortino
0.70
Max drawdown
-28.38%
Best month
15.94%
Worst month
-20.26%
Beta vs VTSAX
1.15
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.