Average annual returns
Through 20251 year
12.69%
3 year
13.23%
5 year
6.55%
10 year
7.15%
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.)
20.62%
Sharpe
0.57
Sortino
1.05
Max drawdown
-33.94%
Best month
14.19%
Worst month
-23.42%
Beta vs VTSAX
1.33
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.