Average annual returns
Through 20251 year
8.07%
3 year
12.33%
5 year
9.87%
10 year
10.00%
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.)
17.79%
Sharpe
0.63
Sortino
1.16
Max drawdown
-32.73%
Best month
15.29%
Worst month
-22.13%
Beta vs VTSAX
1.20
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.