Average annual returns
Through 20251 year
2.68%
3 year
21.72%
5 year
18.72%
10 year
12.74%
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.)
19.04%
Sharpe
1.06
Sortino
2.11
Max drawdown
-37.30%
Best month
19.70%
Worst month
-29.72%
Beta vs VTSAX
1.26
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.