Average annual returns
Through 20251 year
11.38%
3 year
14.05%
5 year
8.36%
10 year
8.02%
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.)
6.30%
Sharpe
2.10
Sortino
4.72
Max drawdown
-15.38%
Best month
6.99%
Worst month
-5.89%
Beta vs VTSAX
0.51
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.