Average annual returns
Through 20251 year
-6.59%
3 year
5.09%
5 year
3.22%
10 year
8.02%
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.)
16.35%
Sharpe
0.20
Sortino
0.33
Max drawdown
-24.83%
Best month
11.91%
Worst month
-16.90%
Beta vs VTSAX
1.08
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.