Average annual returns
Through 20251 year
20.53%
3 year
22.03%
5 year
15.48%
10 year
14.66%
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.)
8.23%
Sharpe
1.78
Sortino
3.96
Max drawdown
-7.89%
Best month
5.44%
Worst month
-4.99%
Beta vs VTSAX
0.45
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.