Average annual returns
Through 20251 year
12.79%
3 year
13.78%
5 year
6.17%
10 year
9.74%
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.)
19.25%
Sharpe
0.61
Sortino
1.08
Max drawdown
-30.55%
Best month
18.41%
Worst month
-21.67%
Beta vs VTSAX
1.33
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.