Average annual returns
Through 20251 year
14.04%
3 year
12.91%
5 year
12.20%
10 year
9.83%
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.)
16.93%
Sharpe
0.70
Sortino
1.31
Max drawdown
-29.59%
Best month
12.75%
Worst month
-18.94%
Beta vs VTSAX
0.80
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.