Average annual returns
Through 20251 year
5.80%
3 year
8.36%
5 year
8.24%
10 year
9.37%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
39 months through Jan. 31, 2026Volatility (ann.)
10.99%
Sharpe
0.77
Sortino
1.31
Max drawdown
-8.61%
Best month
6.77%
Worst month
-6.16%
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.