Average annual returns
Through 20251 year
2.05%
3 year
26.26%
5 year
6.89%
10 year
13.81%
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.)
19.02%
Sharpe
1.01
Sortino
1.86
Max drawdown
-44.49%
Best month
16.86%
Worst month
-16.00%
Beta vs VTSAX
1.26
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.