Average annual returns
Through 20251 year
12.62%
3 year
27.87%
5 year
11.71%
10 year
17.13%
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.)
15.27%
Sharpe
1.56
Sortino
3.19
Max drawdown
-32.53%
Best month
15.96%
Worst month
-13.08%
Beta vs VTSAX
1.11
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.