Average annual returns
Through 20251 year
10.83%
3 year
10.13%
5 year
11.07%
10 year
—
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.)
14.66%
Sharpe
0.70
Sortino
1.21
Max drawdown
-33.03%
Best month
14.54%
Worst month
-22.31%
Beta vs VTSAX
0.93
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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