Average annual returns
Through 20251 year
14.73%
3 year
11.68%
5 year
10.94%
10 year
12.04%
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.)
12.04%
Sharpe
0.93
Sortino
1.66
Max drawdown
-25.79%
Best month
13.32%
Worst month
-18.15%
Beta vs VTSAX
0.78
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.