Average annual returns
Through 20251 year
36.33%
3 year
17.42%
5 year
8.92%
10 year
8.73%
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.)
12.60%
Sharpe
1.30
Sortino
2.49
Max drawdown
-30.92%
Best month
13.90%
Worst month
-20.16%
Beta vs VTSAX
0.65
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.