Average annual returns
Through 20251 year
0.51%
3 year
8.35%
5 year
-3.63%
10 year
9.51%
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.)
15.93%
Sharpe
0.31
Sortino
0.50
Max drawdown
-21.20%
Best month
14.36%
Worst month
-11.57%
Beta vs VTSAX
0.79
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.