Average annual returns
Through 20251 year
2.25%
3 year
10.21%
5 year
8.69%
10 year
10.21%
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.)
14.06%
Sharpe
0.54
Sortino
1.07
Max drawdown
-32.81%
Best month
15.99%
Worst month
-21.91%
Beta vs VTSAX
0.81
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.