Average annual returns
Through 20251 year
7.20%
3 year
9.24%
5 year
5.76%
10 year
6.97%
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.)
4.58%
Sharpe
1.86
Sortino
3.81
Max drawdown
-10.06%
Best month
4.97%
Worst month
-5.38%
Beta vs VTSAX
0.28
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.