Average annual returns
Through 20251 year
11.54%
3 year
12.00%
5 year
6.79%
10 year
8.59%
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.)
8.76%
Sharpe
1.22
Sortino
2.26
Max drawdown
-20.08%
Best month
9.13%
Worst month
-10.43%
Beta vs VTSAX
0.68
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.