Average annual returns
Through 20251 year
8.10%
3 year
10.98%
5 year
9.66%
10 year
—
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.)
13.78%
Sharpe
0.74
Sortino
1.32
Max drawdown
-29.13%
Best month
14.12%
Worst month
-20.02%
Beta vs VTSAX
0.94
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.