Average annual returns
Through 20251 year
3.55%
3 year
9.32%
5 year
3.62%
10 year
9.83%
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.)
11.62%
Sharpe
0.60
Sortino
1.03
Max drawdown
-32.83%
Best month
12.63%
Worst month
-11.44%
Beta vs VTSAX
0.90
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.