Average annual returns
Through 20251 year
6.73%
3 year
9.12%
5 year
5.49%
10 year
6.60%
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.)
8.87%
Sharpe
1.00
Sortino
1.76
Max drawdown
-19.52%
Best month
7.55%
Worst month
-9.65%
Beta vs VTSAX
0.59
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.