Average annual returns
Through 20251 year
11.87%
3 year
11.18%
5 year
10.39%
10 year
8.93%
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.)
16.36%
Sharpe
0.41
Sortino
0.73
Max drawdown
-41.38%
Best month
23.97%
Worst month
-30.55%
Beta vs VTSAX
0.99
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.