Average annual returns
Through 20251 year
31.13%
3 year
41.08%
5 year
15.84%
10 year
17.76%
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.)
17.24%
Sharpe
1.41
Sortino
3.09
Max drawdown
-15.09%
Best month
15.36%
Worst month
-10.38%
Beta vs VTSAX
0.88
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.