Average annual returns
Through 20251 year
10.28%
3 year
11.39%
5 year
11.03%
10 year
10.25%
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.)
11.81%
Sharpe
0.93
Sortino
1.61
Max drawdown
-26.47%
Best month
15.56%
Worst month
-16.53%
Beta vs VTSAX
0.79
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.