Average annual returns
Through 20251 year
10.50%
3 year
8.56%
5 year
3.86%
10 year
4.90%
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.)
14.77%
Sharpe
0.44
Sortino
0.72
Max drawdown
-31.09%
Best month
11.96%
Worst month
-21.69%
Beta vs VTSAX
0.86
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.