Average annual returns
Through 20251 year
1.95%
3 year
10.53%
5 year
9.21%
10 year
8.44%
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.)
18.94%
Sharpe
0.43
Sortino
0.77
Max drawdown
-37.66%
Best month
19.54%
Worst month
-25.32%
Beta vs VTSAX
1.12
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.