Average annual returns
Through 20251 year
11.92%
3 year
15.11%
5 year
6.49%
10 year
12.55%
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.)
20.51%
Sharpe
0.63
Sortino
1.00
Max drawdown
-31.92%
Best month
20.66%
Worst month
-24.83%
Beta vs VTSAX
1.50
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.