Average annual returns
Through 20251 year
15.59%
3 year
29.97%
5 year
11.51%
10 year
15.80%
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.)
15.51%
Sharpe
1.64
Sortino
3.22
Max drawdown
-35.36%
Best month
14.12%
Worst month
-12.92%
Beta vs VTSAX
1.11
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.