Average annual returns
Through 20251 year
37.56%
3 year
17.24%
5 year
8.70%
10 year
9.71%
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.)
14.30%
Sharpe
1.08
Sortino
2.05
Max drawdown
-35.72%
Best month
18.64%
Worst month
-22.23%
Beta vs VTSAX
0.62
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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