Average annual returns
Through 20251 year
5.75%
3 year
14.18%
5 year
8.28%
10 year
4.06%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
46 months through Jan. 31, 2026Volatility (ann.)
17.83%
Sharpe
0.87
Sortino
1.61
Max drawdown
-15.97%
Best month
13.65%
Worst month
-9.58%
Beta vs VTSAX
1.00
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.