Average annual returns
Through 20251 year
11.75%
3 year
15.89%
5 year
13.50%
10 year
9.79%
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.)
14.44%
Sharpe
0.89
Sortino
1.74
Max drawdown
-31.26%
Best month
14.68%
Worst month
-20.39%
Beta vs VTSAX
0.94
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.