Average annual returns
Through 20251 year
6.61%
3 year
17.10%
5 year
5.09%
10 year
11.43%
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.)
17.60%
Sharpe
0.79
Sortino
1.50
Max drawdown
-36.15%
Best month
15.95%
Worst month
-16.00%
Beta vs VTSAX
1.29
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.