Average annual returns
Through 20251 year
6.18%
3 year
20.42%
5 year
8.98%
10 year
13.83%
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.)
16.24%
Sharpe
1.10
Sortino
2.20
Max drawdown
-27.80%
Best month
14.72%
Worst month
-12.87%
Beta vs VTSAX
0.48
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.