Average annual returns
Through 20251 year
7.41%
3 year
10.56%
5 year
-6.16%
10 year
—
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.)
16.79%
Sharpe
0.49
Sortino
0.79
Max drawdown
-23.20%
Best month
14.92%
Worst month
-11.40%
Beta vs VTSAX
0.90
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.