Average annual returns
Through 20251 year
15.99%
3 year
19.35%
5 year
13.38%
10 year
13.39%
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.)
12.70%
Sharpe
1.40
Sortino
2.78
Max drawdown
-25.55%
Best month
13.68%
Worst month
-16.53%
Beta vs VTSAX
1.01
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.