Average annual returns
Through 20251 year
-0.74%
3 year
18.52%
5 year
23.86%
10 year
7.38%
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.)
15.48%
Sharpe
1.24
Sortino
2.66
Max drawdown
-54.71%
Best month
39.33%
Worst month
-44.21%
Beta vs VTSAX
0.59
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.