Average annual returns
Through 20251 year
11.80%
3 year
15.85%
5 year
4.60%
10 year
11.39%
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.)
18.95%
Sharpe
0.69
Sortino
1.21
Max drawdown
-34.52%
Best month
16.71%
Worst month
-15.40%
Beta vs VTSAX
1.38
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.