Average annual returns
Through 20251 year
4.78%
3 year
18.15%
5 year
15.11%
10 year
11.08%
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.)
19.62%
Sharpe
0.90
Sortino
1.83
Max drawdown
-39.27%
Best month
17.73%
Worst month
-29.03%
Beta vs VTSAX
1.13
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.