Average annual returns
Through 20251 year
39.94%
3 year
45.19%
5 year
18.58%
10 year
20.13%
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.)
17.50%
Sharpe
1.59
Sortino
3.85
Max drawdown
-14.32%
Best month
15.91%
Worst month
-9.60%
Beta vs VTSAX
0.88
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.