Average annual returns
Through 20251 year
15.38%
3 year
22.56%
5 year
9.00%
10 year
13.11%
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.)
17.51%
Sharpe
1.05
Sortino
1.95
Max drawdown
-34.27%
Best month
18.59%
Worst month
-14.00%
Beta vs VTSAX
1.18
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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