Average annual returns
Through 20251 year
7.44%
3 year
10.98%
5 year
-3.84%
10 year
9.08%
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.)
17.37%
Sharpe
0.34
Sortino
0.51
Max drawdown
-24.56%
Best month
11.64%
Worst month
-11.79%
Beta vs VTSAX
0.97
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.