Average annual returns
Through 20251 year
11.43%
3 year
14.18%
5 year
4.00%
10 year
10.97%
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.)
18.39%
Sharpe
0.70
Sortino
1.17
Max drawdown
-28.96%
Best month
16.18%
Worst month
-17.85%
Beta vs VTSAX
1.33
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.