Average annual returns
Through 20251 year
15.61%
3 year
16.31%
5 year
12.87%
10 year
11.16%
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.)
16.15%
Sharpe
0.97
Sortino
1.92
Max drawdown
-37.31%
Best month
16.14%
Worst month
-26.49%
Beta vs VTSAX
1.10
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.