Average annual returns
Through 20251 year
10.22%
3 year
12.02%
5 year
10.75%
10 year
8.55%
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.)
14.61%
Sharpe
0.70
Sortino
1.21
Max drawdown
-34.38%
Best month
12.85%
Worst month
-23.78%
Beta vs VTSAX
1.02
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.