Average annual returns
Through 20251 year
11.62%
3 year
16.32%
5 year
8.58%
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.)
18.42%
Sharpe
0.72
Sortino
1.44
Max drawdown
-30.61%
Best month
15.47%
Worst month
-24.24%
Beta vs VTSAX
1.20
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.