Average annual returns
Through 20251 year
16.13%
3 year
30.14%
5 year
12.21%
10 year
15.50%
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.)
14.50%
Sharpe
1.75
Sortino
3.60
Max drawdown
-34.40%
Best month
15.42%
Worst month
-14.02%
Beta vs VTSAX
1.08
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.