Average annual returns
Through 20251 year
-2.18%
3 year
7.85%
5 year
4.61%
10 year
9.14%
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.)
17.51%
Sharpe
0.34
Sortino
0.56
Max drawdown
-26.37%
Best month
16.78%
Worst month
-18.41%
Beta vs VTSAX
1.18
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.