Average annual returns
Through 20251 year
15.34%
3 year
22.71%
5 year
13.74%
10 year
13.96%
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.)
12.57%
Sharpe
1.58
Sortino
3.29
Max drawdown
-24.76%
Best month
11.93%
Worst month
-13.85%
Beta vs VTSAX
1.01
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.