Average annual returns
Through 20251 year
4.48%
3 year
11.25%
5 year
-1.05%
10 year
8.07%
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.)
18.19%
Sharpe
0.41
Sortino
0.70
Max drawdown
-41.75%
Best month
15.86%
Worst month
-16.22%
Beta vs VTSAX
1.34
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.