Average annual returns
Through 20251 year
14.68%
3 year
13.06%
5 year
6.13%
10 year
7.15%
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.)
8.03%
Sharpe
1.48
Sortino
2.85
Max drawdown
-20.23%
Best month
7.56%
Worst month
-10.83%
Beta vs VTSAX
0.62
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.