Average annual returns
Through 20251 year
8.11%
3 year
9.05%
5 year
5.20%
10 year
5.90%
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.)
4.03%
Sharpe
1.96
Sortino
4.76
Max drawdown
-14.19%
Best month
5.59%
Worst month
-12.41%
Beta vs VTSAX
0.27
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.