Average annual returns
Through 20251 year
13.96%
3 year
14.07%
5 year
9.88%
10 year
10.11%
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.)
17.90%
Sharpe
0.70
Sortino
1.30
Max drawdown
-34.81%
Best month
18.55%
Worst month
-24.60%
Beta vs VTSAX
1.11
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.