Average annual returns
Through 20251 year
29.86%
3 year
39.71%
5 year
13.22%
10 year
16.62%
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.)
17.29%
Sharpe
1.37
Sortino
2.91
Max drawdown
-15.36%
Best month
15.56%
Worst month
-10.80%
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.