Average annual returns
Through 20251 year
14.06%
3 year
13.29%
5 year
7.74%
10 year
8.35%
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.)
7.43%
Sharpe
1.66
Sortino
3.50
Max drawdown
-18.09%
Best month
7.99%
Worst month
-10.47%
Beta vs VTSAX
0.58
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.