Average annual returns
Through 20251 year
4.01%
3 year
10.20%
5 year
8.58%
10 year
10.80%
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.)
14.55%
Sharpe
0.55
Sortino
1.02
Max drawdown
-34.15%
Best month
15.29%
Worst month
-22.86%
Beta vs VTSAX
0.87
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.