Average annual returns
Through 20251 year
11.07%
3 year
12.62%
5 year
8.71%
10 year
11.65%
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.)
12.66%
Sharpe
0.91
Sortino
1.67
Max drawdown
-24.01%
Best month
12.70%
Worst month
-15.57%
Beta vs VTSAX
0.90
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.