Average annual returns
Through 20251 year
11.70%
3 year
17.10%
5 year
10.33%
10 year
13.05%
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.)
10.86%
Sharpe
1.39
Sortino
2.69
Max drawdown
-18.48%
Best month
12.64%
Worst month
-11.39%
Beta vs VTSAX
0.40
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.