Average annual returns
Through 20251 year
15.46%
3 year
12.42%
5 year
10.70%
10 year
9.03%
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.)
11.46%
Sharpe
1.07
Sortino
1.94
Max drawdown
-24.29%
Best month
11.00%
Worst month
-14.40%
Beta vs VTSAX
0.80
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.