Average annual returns
Through 20251 year
6.94%
3 year
12.02%
5 year
8.58%
10 year
10.19%
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.)
15.94%
Sharpe
0.64
Sortino
1.14
Max drawdown
-29.84%
Best month
14.27%
Worst month
-20.30%
Beta vs VTSAX
1.15
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.