Average annual returns
Through 20251 year
18.50%
3 year
31.09%
5 year
15.27%
10 year
18.06%
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.)
14.65%
Sharpe
1.85
Sortino
3.91
Max drawdown
-30.69%
Best month
14.79%
Worst month
-12.07%
Beta vs VTSAX
1.07
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.