Average annual returns
Through 20251 year
13.48%
3 year
14.96%
5 year
11.06%
10 year
11.41%
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.)
11.13%
Sharpe
1.35
Sortino
2.88
Max drawdown
-20.01%
Best month
14.09%
Worst month
-12.73%
Beta vs VTSAX
0.32
Correlation
0.35
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.