Average annual returns
Through 20251 year
13.30%
3 year
31.26%
5 year
8.87%
10 year
15.23%
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.)
17.52%
Sharpe
1.50
Sortino
2.90
Max drawdown
-42.14%
Best month
17.45%
Worst month
-16.25%
Beta vs VTSAX
1.25
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.