Average annual returns
Through 20251 year
14.57%
3 year
6.49%
5 year
0.20%
10 year
2.56%
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.)
8.55%
Sharpe
0.69
Sortino
1.13
Max drawdown
-23.52%
Best month
7.37%
Worst month
-4.98%
Beta vs VTSAX
0.36
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.