Average annual returns
Through 20251 year
7.94%
3 year
13.56%
5 year
10.52%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
30 months through Jan. 31, 2026Volatility (ann.)
11.07%
Sharpe
0.92
Sortino
1.57
Max drawdown
-7.51%
Best month
8.35%
Worst month
-5.58%
Beta vs VTSAX
0.80
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.