Average annual returns
Through 20251 year
9.55%
3 year
12.64%
5 year
13.60%
10 year
10.81%
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.)
19.41%
Sharpe
0.60
Sortino
1.14
Max drawdown
-39.19%
Best month
18.58%
Worst month
-27.19%
Beta vs VTSAX
1.19
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.