Average annual returns
Through 20251 year
21.26%
3 year
39.00%
5 year
15.86%
10 year
20.03%
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.)
17.52%
Sharpe
1.97
Sortino
4.21
Max drawdown
-36.94%
Best month
15.52%
Worst month
-13.78%
Beta vs VTSAX
1.17
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.