Average annual returns
Through 20251 year
10.91%
3 year
13.68%
5 year
10.23%
10 year
12.31%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
45 months through Jan. 31, 2026Volatility (ann.)
11.10%
Sharpe
1.27
Sortino
2.32
Max drawdown
-14.36%
Best month
9.49%
Worst month
-8.97%
Beta vs VTSAX
0.83
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.