Average annual returns
Through 20251 year
20.05%
3 year
18.14%
5 year
15.17%
10 year
13.16%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
77 months through Jan. 31, 2026Volatility (ann.)
11.29%
Sharpe
1.56
Sortino
3.10
Max drawdown
-15.90%
Best month
14.02%
Worst month
-15.90%
Beta vs VTSAX
0.42
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.