Average annual returns
Through 20251 year
0.87%
3 year
6.19%
5 year
4.44%
10 year
5.52%
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.)
14.72%
Sharpe
0.23
Sortino
0.37
Max drawdown
-29.50%
Best month
10.55%
Worst month
-17.88%
Beta vs VTSAX
0.84
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.