Average annual returns
Through 20251 year
12.32%
3 year
15.98%
5 year
1.91%
10 year
11.90%
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.)
18.70%
Sharpe
0.78
Sortino
1.31
Max drawdown
-41.46%
Best month
17.07%
Worst month
-15.70%
Beta vs VTSAX
1.40
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.