Average annual returns
Through 20251 year
11.10%
3 year
10.06%
5 year
10.47%
10 year
9.02%
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.)
28.86%
Sharpe
0.36
Sortino
0.60
Max drawdown
-41.98%
Best month
18.02%
Worst month
-28.86%
Beta vs VTSAX
1.29
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.