Average annual returns
Through 20251 year
4.27%
3 year
10.23%
5 year
9.50%
10 year
8.32%
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.)
15.50%
Sharpe
0.54
Sortino
0.92
Max drawdown
-31.37%
Best month
16.05%
Worst month
-21.89%
Beta vs VTSAX
1.04
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.