Average annual returns
Through 20251 year
10.40%
3 year
11.42%
5 year
11.90%
10 year
9.13%
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.)
12.33%
Sharpe
1.01
Sortino
1.72
Max drawdown
-21.16%
Best month
10.84%
Worst month
-12.12%
Beta vs VTSAX
0.49
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.