Average annual returns
Through 20251 year
2.58%
3 year
4.20%
5 year
3.65%
10 year
4.97%
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.)
15.82%
Sharpe
0.11
Sortino
0.16
Max drawdown
-32.74%
Best month
11.34%
Worst month
-19.23%
Beta vs VTSAX
0.94
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.