Average annual returns
Through 20251 year
12.47%
3 year
13.27%
5 year
0.16%
10 year
9.93%
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.)
17.48%
Sharpe
0.64
Sortino
1.08
Max drawdown
-37.23%
Best month
16.61%
Worst month
-18.33%
Beta vs VTSAX
1.27
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.