Average annual returns
Through 20241 year
8.43%
3 year
3.18%
5 year
8.13%
10 year
7.63%
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.)
10.69%
Sharpe
0.98
Sortino
1.62
Max drawdown
-26.56%
Best month
13.19%
Worst month
-15.89%
Beta vs VTSAX
0.64
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.