Average annual returns
Through 20251 year
9.38%
3 year
13.97%
5 year
9.25%
10 year
6.30%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
36 months through Jan. 31, 2026Volatility (ann.)
11.92%
Sharpe
1.07
Sortino
2.13
Max drawdown
-11.07%
Best month
7.19%
Worst month
-4.27%
Beta vs VTSAX
0.32
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.