Average annual returns
Through 20251 year
7.68%
3 year
6.89%
5 year
2.97%
10 year
5.65%
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.)
15.19%
Sharpe
0.31
Sortino
0.48
Max drawdown
-32.15%
Best month
11.76%
Worst month
-16.56%
Beta vs VTSAX
0.93
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.