Average annual returns
Through 20251 year
6.23%
3 year
10.86%
5 year
4.04%
10 year
8.71%
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.)
9.16%
Sharpe
0.92
Sortino
1.90
Max drawdown
-8.30%
Best month
8.06%
Worst month
-5.66%
Beta vs VTSAX
0.43
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.