Average annual returns
Through 20251 year
14.83%
3 year
12.84%
5 year
11.64%
10 year
8.81%
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.)
10.65%
Sharpe
1.28
Sortino
2.31
Max drawdown
-28.36%
Best month
11.45%
Worst month
-18.17%
Beta vs VTSAX
0.70
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.