Average annual returns
Through 20251 year
13.37%
3 year
14.30%
5 year
7.51%
10 year
9.82%
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.)
12.71%
Sharpe
0.96
Sortino
1.80
Max drawdown
-30.16%
Best month
13.21%
Worst month
-19.34%
Beta vs VTSAX
0.77
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.