Average annual returns
Through 20251 year
14.21%
3 year
14.04%
5 year
12.30%
10 year
10.89%
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.)
12.15%
Sharpe
1.04
Sortino
1.90
Max drawdown
-30.18%
Best month
15.95%
Worst month
-19.55%
Beta vs VTSAX
0.82
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.