Average annual returns
Through 20251 year
10.98%
3 year
14.24%
5 year
12.01%
10 year
—
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.)
16.02%
Sharpe
0.74
Sortino
1.41
Max drawdown
-37.65%
Best month
18.35%
Worst month
-28.10%
Beta vs VTSAX
1.01
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.