Average annual returns
Through 20251 year
40.36%
3 year
45.65%
5 year
18.96%
10 year
20.50%
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.)
17.48%
Sharpe
1.62
Sortino
3.94
Max drawdown
-14.27%
Best month
15.93%
Worst month
-9.58%
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.