Average annual returns
Through 20251 year
31.99%
3 year
41.30%
5 year
16.02%
10 year
17.83%
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.)
17.14%
Sharpe
1.45
Sortino
3.19
Max drawdown
-15.10%
Best month
15.26%
Worst month
-10.41%
Beta vs VTSAX
0.87
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.