Average annual returns
Through 20251 year
19.00%
3 year
13.24%
5 year
7.11%
10 year
8.59%
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.)
10.86%
Sharpe
1.19
Sortino
2.47
Max drawdown
-31.56%
Best month
13.95%
Worst month
-23.24%
Beta vs VTSAX
0.55
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.