Average annual returns
Through 20251 year
25.90%
3 year
25.04%
5 year
5.99%
10 year
13.50%
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.)
20.99%
Sharpe
1.12
Sortino
2.12
Max drawdown
-47.27%
Best month
17.75%
Worst month
-18.15%
Beta vs VTSAX
1.49
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.