Average annual returns
Through 20251 year
5.78%
3 year
8.40%
5 year
8.27%
10 year
9.38%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
51 months through Jan. 31, 2026Volatility (ann.)
10.90%
Sharpe
0.78
Sortino
1.33
Max drawdown
-15.25%
Best month
9.92%
Worst month
-7.77%
Beta vs VTSAX
0.77
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.