Average annual returns
Through 20251 year
10.91%
3 year
11.78%
5 year
10.53%
10 year
10.36%
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.)
11.47%
Sharpe
0.98
Sortino
1.70
Max drawdown
-26.91%
Best month
13.32%
Worst month
-17.07%
Beta vs VTSAX
0.81
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.