Average annual returns
Through 20251 year
22.00%
3 year
17.90%
5 year
7.90%
10 year
10.36%
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.)
25.11%
Sharpe
0.52
Sortino
0.85
Max drawdown
-40.69%
Best month
18.36%
Worst month
-20.85%
Beta vs VTSAX
1.35
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.