Average annual returns
Through 20251 year
11.95%
3 year
9.93%
5 year
4.28%
10 year
5.68%
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.)
7.24%
Sharpe
1.21
Sortino
2.20
Max drawdown
-17.89%
Best month
6.06%
Worst month
-6.68%
Beta vs VTSAX
0.51
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.