Average annual returns
Through 20251 year
2.80%
3 year
16.17%
5 year
5.60%
10 year
11.95%
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.)
13.74%
Sharpe
0.85
Sortino
1.53
Max drawdown
-34.81%
Best month
15.58%
Worst month
-11.42%
Beta vs VTSAX
1.00
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.