Average annual returns
Through 20251 year
7.19%
3 year
11.48%
5 year
8.73%
10 year
9.81%
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.)
12.68%
Sharpe
0.84
Sortino
1.47
Max drawdown
-26.76%
Best month
12.96%
Worst month
-18.79%
Beta vs VTSAX
0.94
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.