Average annual returns
Through 20251 year
2.96%
3 year
9.59%
5 year
9.19%
10 year
6.67%
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.)
18.59%
Sharpe
0.42
Sortino
0.77
Max drawdown
-39.15%
Best month
15.84%
Worst month
-27.98%
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.