Average annual returns
Through 20251 year
16.43%
3 year
13.60%
5 year
12.12%
10 year
10.76%
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
0.98
Sortino
1.71
Max drawdown
-31.46%
Best month
15.78%
Worst month
-20.12%
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.