Average annual returns
Through 20251 year
25.68%
3 year
12.15%
5 year
2.78%
10 year
5.81%
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.)
9.12%
Sharpe
1.27
Sortino
2.22
Max drawdown
-27.09%
Best month
7.93%
Worst month
-14.51%
Beta vs VTSAX
0.44
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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