Average annual returns
Through 20251 year
13.95%
3 year
31.72%
5 year
10.48%
10 year
16.31%
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.)
16.36%
Sharpe
1.61
Sortino
3.31
Max drawdown
-39.85%
Best month
15.05%
Worst month
-14.26%
Beta vs VTSAX
1.13
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.