Average annual returns
Through 20251 year
11.22%
3 year
10.48%
5 year
4.63%
10 year
5.93%
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.)
7.12%
Sharpe
1.32
Sortino
2.44
Max drawdown
-18.62%
Best month
6.34%
Worst month
-9.14%
Beta vs VTSAX
0.53
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.