Average annual returns
Through 20251 year
5.75%
3 year
11.79%
5 year
4.55%
10 year
10.81%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
31 months through Jan. 31, 2026Volatility (ann.)
17.03%
Sharpe
0.42
Sortino
0.68
Max drawdown
-17.62%
Best month
10.95%
Worst month
-9.63%
Beta vs VTSAX
1.21
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.