Average annual returns
Through 20251 year
9.88%
3 year
8.93%
5 year
6.60%
10 year
7.11%
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.)
7.24%
Sharpe
0.97
Sortino
1.94
Max drawdown
-14.81%
Best month
19.34%
Worst month
-8.92%
Beta vs VTSAX
0.34
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.