Average annual returns
Through 20251 year
1.75%
3 year
7.68%
5 year
4.37%
10 year
4.27%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
40 months through Jan. 31, 2026Volatility (ann.)
9.11%
Sharpe
0.55
Sortino
1.02
Max drawdown
-7.34%
Best month
8.80%
Worst month
-3.78%
Beta vs VTSAX
0.51
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.