Average annual returns
Through 20251 year
9.13%
3 year
16.82%
5 year
5.91%
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.)
17.80%
Sharpe
0.80
Sortino
1.53
Max drawdown
-28.60%
Best month
16.63%
Worst month
-19.39%
Beta vs VTSAX
1.26
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.