Average annual returns
Through 20251 year
11.63%
3 year
15.04%
5 year
11.08%
10 year
10.04%
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.)
18.01%
Sharpe
0.73
Sortino
1.26
Max drawdown
-30.11%
Best month
14.06%
Worst month
-21.34%
Beta vs VTSAX
0.98
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.