Average annual returns
Through 20251 year
8.17%
3 year
10.87%
5 year
10.36%
10 year
9.13%
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.)
18.81%
Sharpe
0.52
Sortino
0.93
Max drawdown
-35.49%
Best month
18.01%
Worst month
-24.17%
Beta vs VTSAX
1.19
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.