Average annual returns
Through 20251 year
6.96%
3 year
10.17%
5 year
-6.47%
10 year
8.06%
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.)
16.76%
Sharpe
0.48
Sortino
0.77
Max drawdown
-23.31%
Best month
14.87%
Worst month
-11.41%
Beta vs VTSAX
0.89
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.