Average annual returns
Through 20251 year
10.80%
3 year
26.75%
5 year
8.70%
10 year
14.48%
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.)
17.31%
Sharpe
1.31
Sortino
2.37
Max drawdown
-36.64%
Best month
15.79%
Worst month
-12.05%
Beta vs VTSAX
1.26
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.