Average annual returns
Through 20251 year
14.85%
3 year
10.51%
5 year
10.90%
10 year
10.60%
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.)
11.22%
Sharpe
0.94
Sortino
1.66
Max drawdown
-22.03%
Best month
11.97%
Worst month
-12.70%
Beta vs VTSAX
0.69
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.