Average annual returns
Through 20251 year
13.95%
3 year
15.81%
5 year
10.28%
10 year
10.82%
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.)
9.92%
Sharpe
1.48
Sortino
2.90
Max drawdown
-22.77%
Best month
9.72%
Worst month
-11.67%
Beta vs VTSAX
0.74
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.