Average annual returns
Through 20251 year
45.21%
3 year
22.27%
5 year
15.93%
10 year
10.33%
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.)
12.09%
Sharpe
1.76
Sortino
3.56
Max drawdown
-31.98%
Best month
19.20%
Worst month
-21.38%
Beta vs VTSAX
0.54
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.