Average annual returns
Through 20251 year
12.74%
3 year
14.31%
5 year
2.74%
10 year
10.98%
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.)
18.18%
Sharpe
0.69
Sortino
1.15
Max drawdown
-34.78%
Best month
15.92%
Worst month
-17.83%
Beta vs VTSAX
1.39
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.