Average annual returns
Through 20251 year
10.58%
3 year
2.60%
5 year
-1.56%
10 year
7.77%
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.)
12.19%
Sharpe
0.33
Sortino
0.52
Max drawdown
-18.59%
Best month
9.73%
Worst month
-6.67%
Beta vs VTSAX
0.45
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.