Average annual returns
Through 20251 year
15.91%
3 year
5.31%
5 year
6.54%
10 year
8.10%
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.)
13.18%
Sharpe
0.47
Sortino
0.74
Max drawdown
-17.03%
Best month
11.77%
Worst month
-7.23%
Beta vs VTSAX
0.51
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.