Average annual returns
Through 20251 year
7.41%
3 year
10.92%
5 year
9.76%
10 year
10.11%
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.)
14.87%
Sharpe
0.65
Sortino
1.21
Max drawdown
-28.86%
Best month
13.43%
Worst month
-17.73%
Beta vs VTSAX
0.99
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.