Average annual returns
Through 20251 year
8.38%
3 year
12.19%
5 year
13.76%
10 year
10.38%
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.)
19.59%
Sharpe
0.59
Sortino
1.10
Max drawdown
-39.02%
Best month
17.89%
Worst month
-26.60%
Beta vs VTSAX
1.19
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.