Average annual returns
Through 20251 year
11.15%
3 year
14.40%
5 year
11.00%
10 year
11.01%
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.)
13.19%
Sharpe
1.12
Sortino
2.01
Max drawdown
-19.15%
Best month
10.73%
Worst month
-12.21%
Beta vs VTSAX
0.54
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.