Average annual returns
Through 20251 year
7.30%
3 year
8.94%
5 year
4.23%
10 year
6.62%
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.)
14.39%
Sharpe
0.50
Sortino
0.80
Max drawdown
-30.50%
Best month
9.92%
Worst month
-17.04%
Beta vs VTSAX
0.89
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.