Average annual returns
Through 20251 year
10.38%
3 year
18.75%
5 year
0.71%
10 year
10.46%
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.)
19.24%
Sharpe
0.64
Sortino
1.16
Max drawdown
-47.91%
Best month
16.06%
Worst month
-17.67%
Beta vs VTSAX
0.49
Correlation
0.31
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.