Average annual returns
Through 20251 year
15.95%
3 year
14.76%
5 year
13.16%
10 year
9.18%
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.)
16.37%
Sharpe
0.82
Sortino
1.57
Max drawdown
-39.73%
Best month
16.34%
Worst month
-27.93%
Beta vs VTSAX
1.05
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.