Average annual returns
Through 20251 year
1.89%
3 year
8.11%
5 year
5.74%
10 year
5.61%
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.)
14.55%
Sharpe
0.44
Sortino
0.70
Max drawdown
-28.48%
Best month
9.51%
Worst month
-19.54%
Beta vs VTSAX
0.89
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.