Average annual returns
Through 20251 year
2.25%
3 year
10.60%
5 year
4.34%
10 year
8.75%
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.)
15.79%
Sharpe
0.55
Sortino
0.97
Max drawdown
-24.41%
Best month
13.50%
Worst month
-16.94%
Beta vs VTSAX
0.51
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.