Average annual returns
Through 20251 year
31.56%
3 year
17.10%
5 year
7.22%
10 year
7.56%
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.)
11.45%
Sharpe
1.51
Sortino
2.90
Max drawdown
-25.81%
Best month
12.25%
Worst month
-12.06%
Beta vs VTSAX
0.51
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.