Average annual returns
Through 20251 year
-0.36%
3 year
9.21%
5 year
8.94%
10 year
10.80%
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.)
14.43%
Sharpe
0.57
Sortino
0.97
Max drawdown
-20.69%
Best month
13.43%
Worst month
-12.73%
Beta vs VTSAX
0.88
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.