Average annual returns
Through 20251 year
21.45%
3 year
14.00%
5 year
5.60%
10 year
4.67%
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.)
16.55%
Sharpe
0.80
Sortino
1.57
Max drawdown
-41.98%
Best month
17.19%
Worst month
-29.32%
Beta vs VTSAX
0.71
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.