Average annual returns
Through 20251 year
9.79%
3 year
10.98%
5 year
9.74%
10 year
8.71%
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.)
18.99%
Sharpe
0.55
Sortino
0.99
Max drawdown
-35.46%
Best month
16.79%
Worst month
-24.26%
Beta vs VTSAX
1.23
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.