Average annual returns
Through 20251 year
15.89%
3 year
13.93%
5 year
11.35%
10 year
10.55%
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.)
12.56%
Sharpe
1.09
Sortino
1.95
Max drawdown
-26.69%
Best month
13.45%
Worst month
-17.07%
Beta vs VTSAX
0.87
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.