Average annual returns
Through 20251 year
1.51%
3 year
6.00%
5 year
4.86%
10 year
5.54%
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
0.23
Sortino
0.36
Max drawdown
-31.35%
Best month
11.84%
Worst month
-18.46%
Beta vs VTSAX
0.95
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.