Average annual returns
Through 20251 year
11.03%
3 year
13.69%
5 year
5.44%
10 year
9.29%
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.)
16.70%
Sharpe
0.69
Sortino
1.18
Max drawdown
-30.51%
Best month
14.52%
Worst month
-14.60%
Beta vs VTSAX
1.25
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.