Average annual returns
Through 20251 year
21.48%
3 year
8.44%
5 year
9.19%
10 year
7.17%
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.)
8.86%
Sharpe
0.97
Sortino
1.66
Max drawdown
-26.88%
Best month
9.83%
Worst month
-16.33%
Beta vs VTSAX
0.30
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.