Average annual returns
Through 20251 year
10.48%
3 year
9.11%
5 year
2.65%
10 year
4.05%
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.)
6.11%
Sharpe
1.31
Sortino
2.42
Max drawdown
-20.02%
Best month
5.31%
Worst month
-14.99%
Beta vs VTSAX
0.44
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.