Average annual returns
Through 20251 year
7.67%
3 year
12.13%
5 year
9.49%
10 year
10.03%
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.)
18.33%
Sharpe
0.56
Sortino
1.03
Max drawdown
-35.52%
Best month
18.55%
Worst month
-25.21%
Beta vs VTSAX
1.21
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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