Average annual returns
Through 20251 year
14.04%
3 year
15.29%
5 year
12.33%
10 year
11.30%
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.)
14.89%
Sharpe
0.91
Sortino
1.75
Max drawdown
-31.99%
Best month
15.24%
Worst month
-21.39%
Beta vs VTSAX
1.07
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.