Average annual returns
Through 20251 year
33.57%
3 year
17.32%
5 year
6.59%
10 year
9.17%
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.)
12.69%
Sharpe
1.36
Sortino
2.60
Max drawdown
-30.69%
Best month
15.14%
Worst month
-18.38%
Beta vs VTSAX
0.64
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.