Average annual returns
Through 20251 year
15.94%
3 year
21.36%
5 year
12.54%
10 year
11.55%
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.)
11.56%
Sharpe
1.67
Sortino
3.38
Max drawdown
-26.07%
Best month
13.20%
Worst month
-13.59%
Beta vs VTSAX
0.93
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.