Average annual returns
Through 20251 year
9.54%
3 year
8.32%
5 year
3.20%
10 year
4.67%
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.)
6.18%
Sharpe
1.19
Sortino
2.16
Max drawdown
-16.29%
Best month
5.47%
Worst month
-7.44%
Beta vs VTSAX
0.43
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.