Average annual returns
Through 20251 year
6.56%
3 year
11.19%
5 year
4.34%
10 year
9.02%
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.)
9.16%
Sharpe
0.97
Sortino
2.01
Max drawdown
-8.27%
Best month
8.08%
Worst month
-5.62%
Beta vs VTSAX
0.43
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.