Average annual returns
Through 20251 year
16.43%
3 year
28.64%
5 year
11.94%
10 year
13.72%
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.)
14.78%
Sharpe
1.70
Sortino
3.39
Max drawdown
-33.81%
Best month
13.91%
Worst month
-14.22%
Beta vs VTSAX
1.09
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.