Average annual returns
Through 20251 year
1.33%
3 year
15.04%
5 year
7.83%
10 year
12.10%
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.)
14.90%
Sharpe
0.79
Sortino
1.50
Max drawdown
-29.01%
Best month
13.19%
Worst month
-20.76%
Beta vs VTSAX
1.05
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.