Average annual returns
Through 20251 year
8.58%
3 year
7.81%
5 year
3.80%
10 year
3.68%
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.)
14.27%
Sharpe
0.45
Sortino
0.74
Max drawdown
-33.45%
Best month
10.32%
Worst month
-21.18%
Beta vs VTSAX
0.84
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.