Average annual returns
Through 20251 year
0.42%
3 year
8.31%
5 year
-3.66%
10 year
9.52%
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.)
15.95%
Sharpe
0.32
Sortino
0.52
Max drawdown
-21.26%
Best month
14.39%
Worst month
-11.51%
Beta vs VTSAX
0.80
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.