Average annual returns
Through 20251 year
7.50%
3 year
13.73%
5 year
7.92%
10 year
10.17%
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.)
18.32%
Sharpe
0.64
Sortino
1.14
Max drawdown
-31.33%
Best month
16.40%
Worst month
-22.41%
Beta vs VTSAX
1.28
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.