Average annual returns
Through 20251 year
8.75%
3 year
11.77%
5 year
6.14%
10 year
9.72%
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.)
18.39%
Sharpe
0.52
Sortino
0.93
Max drawdown
-31.91%
Best month
15.26%
Worst month
-16.72%
Beta vs VTSAX
1.24
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.