Average annual returns
Through 20251 year
29.49%
3 year
17.00%
5 year
9.95%
10 year
9.84%
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.)
11.44%
Sharpe
1.51
Sortino
2.96
Max drawdown
-31.89%
Best month
13.79%
Worst month
-21.21%
Beta vs VTSAX
0.56
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.