Average annual returns
Through 20251 year
7.67%
3 year
14.29%
5 year
10.28%
10 year
12.23%
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.)
11.72%
Sharpe
1.11
Sortino
2.05
Max drawdown
-19.79%
Best month
12.29%
Worst month
-13.39%
Beta vs VTSAX
0.36
Correlation
0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.