Average annual returns
Through 20251 year
4.67%
3 year
8.34%
5 year
5.27%
10 year
8.29%
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.)
18.05%
Sharpe
0.38
Sortino
0.66
Max drawdown
-32.61%
Best month
12.63%
Worst month
-22.31%
Beta vs VTSAX
1.23
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.