Average annual returns
Through 20251 year
20.21%
3 year
28.53%
5 year
3.24%
10 year
9.77%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Jan. 31, 2026Volatility (ann.)
13.74%
Sharpe
1.85
Sortino
3.90
Max drawdown
-30.65%
Best month
13.25%
Worst month
-11.07%
Beta vs VTSAX
0.50
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.