Average annual returns
Through 20251 year
15.32%
3 year
22.03%
5 year
13.11%
10 year
12.83%
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.)
12.12%
Sharpe
1.63
Sortino
3.32
Max drawdown
-23.15%
Best month
12.82%
Worst month
-14.86%
Beta vs VTSAX
0.96
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.