Average annual returns
Through 20251 year
8.85%
3 year
8.90%
5 year
6.70%
10 year
7.62%
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.)
15.96%
Sharpe
0.50
Sortino
0.88
Max drawdown
-29.60%
Best month
13.78%
Worst month
-22.68%
Beta vs VTSAX
0.60
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.