Average annual returns
Through 20251 year
12.48%
3 year
9.81%
5 year
24.87%
10 year
9.11%
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.)
18.55%
Sharpe
0.69
Sortino
1.21
Max drawdown
-61.13%
Best month
45.35%
Worst month
-46.60%
Beta vs VTSAX
0.58
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.