Average annual returns
Through 20251 year
10.92%
3 year
11.86%
5 year
10.54%
10 year
10.97%
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.)
12.30%
Sharpe
0.94
Sortino
1.67
Max drawdown
-26.04%
Best month
12.86%
Worst month
-17.11%
Beta vs VTSAX
0.82
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.