Average annual returns
Through 20251 year
6.53%
3 year
8.23%
5 year
8.58%
10 year
8.07%
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.)
15.12%
Sharpe
0.44
Sortino
0.74
Max drawdown
-34.17%
Best month
14.61%
Worst month
-23.93%
Beta vs VTSAX
0.94
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.