Average annual returns
Through 20251 year
7.65%
3 year
13.55%
5 year
1.26%
10 year
9.02%
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.)
17.72%
Sharpe
0.71
Sortino
1.21
Max drawdown
-40.37%
Best month
16.41%
Worst month
-14.38%
Beta vs VTSAX
1.32
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.