Average annual returns
Through 20251 year
15.63%
3 year
6.27%
5 year
3.10%
10 year
7.45%
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.)
14.48%
Sharpe
0.43
Sortino
0.73
Max drawdown
-21.73%
Best month
14.10%
Worst month
-10.70%
Beta vs VTSAX
0.66
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.