Average annual returns
Through 20251 year
26.73%
3 year
20.69%
5 year
11.65%
10 year
10.94%
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.)
24.10%
Sharpe
0.84
Sortino
1.71
Max drawdown
-31.13%
Best month
18.69%
Worst month
-26.19%
Beta vs VTSAX
1.36
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.