Average annual returns
Through 20251 year
7.11%
3 year
12.25%
5 year
4.76%
10 year
—
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.)
16.62%
Sharpe
0.60
Sortino
1.03
Max drawdown
-29.04%
Best month
16.68%
Worst month
-19.56%
Beta vs VTSAX
1.24
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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