Average annual returns
Through 20251 year
9.60%
3 year
12.54%
5 year
6.45%
10 year
7.99%
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.)
8.84%
Sharpe
1.25
Sortino
2.24
Max drawdown
-21.98%
Best month
7.79%
Worst month
-7.20%
Beta vs VTSAX
0.70
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.