Average annual returns
Through 20251 year
20.15%
3 year
21.65%
5 year
15.11%
10 year
14.30%
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.)
8.25%
Sharpe
1.72
Sortino
3.79
Max drawdown
-7.97%
Best month
5.43%
Worst month
-5.02%
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.