Average annual returns
Through 20251 year
-0.86%
3 year
6.27%
5 year
-0.10%
10 year
7.66%
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.)
16.70%
Sharpe
0.21
Sortino
0.34
Max drawdown
-30.43%
Best month
16.03%
Worst month
-17.17%
Beta vs VTSAX
1.26
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.