Average annual returns
Through 20251 year
23.27%
3 year
25.26%
5 year
15.91%
10 year
13.71%
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.)
11.65%
Sharpe
2.00
Sortino
4.31
Max drawdown
-23.35%
Best month
13.07%
Worst month
-13.13%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.