Average annual returns
Through 20251 year
3.75%
3 year
9.82%
5 year
6.56%
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.)
17.85%
Sharpe
0.58
Sortino
1.06
Max drawdown
-30.15%
Best month
17.64%
Worst month
-19.87%
Beta vs VTSAX
1.12
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.