Average annual returns
Through 20251 year
9.03%
3 year
13.63%
5 year
2.95%
10 year
12.21%
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.)
18.02%
Sharpe
0.57
Sortino
0.96
Max drawdown
-32.18%
Best month
16.20%
Worst month
-17.37%
Beta vs VTSAX
1.35
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.