Average annual returns
Through 20251 year
0.82%
3 year
6.40%
5 year
5.09%
10 year
4.95%
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.)
14.67%
Sharpe
0.28
Sortino
0.44
Max drawdown
-29.48%
Best month
10.18%
Worst month
-18.65%
Beta vs VTSAX
0.88
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.