Average annual returns
Through 20251 year
10.84%
3 year
27.94%
5 year
10.90%
10 year
14.77%
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.)
16.52%
Sharpe
1.41
Sortino
2.83
Max drawdown
-38.28%
Best month
15.42%
Worst month
-14.53%
Beta vs VTSAX
1.18
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.