Average annual returns
Through 20251 year
19.95%
3 year
16.10%
5 year
6.19%
10 year
6.18%
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.)
17.36%
Sharpe
0.87
Sortino
1.62
Max drawdown
-31.40%
Best month
12.84%
Worst month
-20.36%
Beta vs VTSAX
1.14
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.