Average annual returns
Through 20251 year
15.92%
3 year
15.84%
5 year
13.05%
10 year
10.99%
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.)
12.00%
Sharpe
1.24
Sortino
2.38
Max drawdown
-27.97%
Best month
13.98%
Worst month
-18.50%
Beta vs VTSAX
0.83
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.