Average annual returns
Through 20251 year
3.53%
3 year
17.91%
5 year
25.41%
10 year
11.51%
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.)
14.62%
Sharpe
1.30
Sortino
2.78
Max drawdown
-49.68%
Best month
33.03%
Worst month
-37.04%
Beta vs VTSAX
0.64
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.