Average annual returns
Through 20251 year
7.24%
3 year
10.95%
5 year
6.66%
10 year
9.06%
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.)
7.97%
Sharpe
1.20
Sortino
2.34
Max drawdown
-15.34%
Best month
8.34%
Worst month
-9.78%
Beta vs VTSAX
0.26
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.