Average annual returns
Through 20251 year
14.58%
3 year
14.77%
5 year
10.97%
10 year
9.82%
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.)
18.61%
Sharpe
0.71
Sortino
1.29
Max drawdown
-33.90%
Best month
15.78%
Worst month
-23.77%
Beta vs VTSAX
1.24
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.