Average annual returns
Through 20251 year
12.78%
3 year
9.34%
5 year
10.64%
10 year
8.61%
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.)
29.43%
Sharpe
0.34
Sortino
0.59
Max drawdown
-38.06%
Best month
21.84%
Worst month
-28.03%
Beta vs VTSAX
1.26
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.