Average annual returns
Through 20251 year
7.07%
3 year
11.91%
5 year
11.08%
10 year
10.34%
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.)
12.49%
Sharpe
0.88
Sortino
1.57
Max drawdown
-27.00%
Best month
13.46%
Worst month
-18.07%
Beta vs VTSAX
0.94
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.