Average annual returns
Through 20251 year
5.85%
3 year
9.89%
5 year
7.08%
10 year
9.30%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
49 months through Jan. 31, 2026Volatility (ann.)
19.27%
Sharpe
0.44
Sortino
0.80
Max drawdown
-24.06%
Best month
12.91%
Worst month
-9.96%
Beta vs VTSAX
0.67
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.