Average annual returns
Through 20251 year
18.27%
3 year
11.10%
5 year
13.59%
10 year
10.48%
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.)
11.71%
Sharpe
1.04
Sortino
1.81
Max drawdown
-28.40%
Best month
16.14%
Worst month
-16.41%
Beta vs VTSAX
0.57
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.