Average annual returns
Through 20251 year
3.72%
3 year
9.62%
5 year
5.98%
10 year
5.82%
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.)
15.01%
Sharpe
0.52
Sortino
0.90
Max drawdown
-31.86%
Best month
11.83%
Worst month
-26.94%
Beta vs VTSAX
0.83
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.