Average annual returns
Through 20251 year
13.01%
3 year
16.60%
5 year
13.70%
10 year
9.73%
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.)
17.62%
Sharpe
0.85
Sortino
1.59
Max drawdown
-32.29%
Best month
13.96%
Worst month
-21.69%
Beta vs VTSAX
1.19
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.