Average annual returns
Through 20251 year
32.84%
3 year
23.03%
5 year
12.39%
10 year
10.68%
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.)
11.84%
Sharpe
1.99
Sortino
4.94
Max drawdown
-26.76%
Best month
11.34%
Worst month
-20.56%
Beta vs VTSAX
0.61
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.