Average annual returns
Through 20251 year
6.64%
3 year
8.66%
5 year
4.71%
10 year
5.69%
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.)
13.91%
Sharpe
0.47
Sortino
0.75
Max drawdown
-30.66%
Best month
9.71%
Worst month
-17.47%
Beta vs VTSAX
0.86
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.