Average annual returns
Through 20251 year
5.61%
3 year
9.18%
5 year
4.63%
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.)
16.16%
Sharpe
0.49
Sortino
0.85
Max drawdown
-33.82%
Best month
15.73%
Worst month
-25.14%
Beta vs VTSAX
1.16
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.