Average annual returns
Through 20251 year
7.13%
3 year
8.73%
5 year
10.39%
10 year
8.69%
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.)
19.05%
Sharpe
0.44
Sortino
0.77
Max drawdown
-34.15%
Best month
18.88%
Worst month
-22.79%
Beta vs VTSAX
1.13
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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