Average annual returns
Through 20251 year
7.77%
3 year
11.35%
5 year
-3.52%
10 year
9.47%
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.)
17.38%
Sharpe
0.37
Sortino
0.55
Max drawdown
-24.43%
Best month
11.68%
Worst month
-11.77%
Beta vs VTSAX
0.97
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.