Average annual returns
Through 20251 year
11.39%
3 year
8.83%
5 year
7.26%
10 year
7.16%
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.)
8.14%
Sharpe
1.02
Sortino
1.82
Max drawdown
-16.33%
Best month
8.23%
Worst month
-11.65%
Beta vs VTSAX
0.53
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.