Average annual returns
Through 20251 year
2.11%
3 year
8.38%
5 year
7.07%
10 year
11.50%
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.)
17.77%
Sharpe
0.38
Sortino
0.65
Max drawdown
-30.13%
Best month
18.85%
Worst month
-20.54%
Beta vs VTSAX
1.18
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.