Average annual returns
Through 20251 year
7.31%
3 year
10.48%
5 year
8.72%
10 year
9.71%
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.)
18.70%
Sharpe
0.54
Sortino
0.99
Max drawdown
-33.46%
Best month
15.34%
Worst month
-21.87%
Beta vs VTSAX
1.16
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.