Average annual returns
Through 20251 year
16.36%
3 year
13.51%
5 year
12.03%
10 year
10.64%
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.)
13.39%
Sharpe
0.97
Sortino
1.70
Max drawdown
-31.53%
Best month
15.80%
Worst month
-20.15%
Beta vs VTSAX
0.87
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.