Average annual returns
Through 20251 year
23.53%
3 year
18.00%
5 year
-2.07%
10 year
5.26%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Jan. 31, 2026Volatility (ann.)
23.84%
Sharpe
0.69
Sortino
1.23
Max drawdown
-57.40%
Best month
18.42%
Worst month
-17.22%
Beta vs VTSAX
1.65
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.