Average annual returns
Through 20251 year
15.23%
3 year
27.72%
5 year
12.74%
10 year
16.09%
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.)
14.83%
Sharpe
1.59
Sortino
3.15
Max drawdown
-33.03%
Best month
14.53%
Worst month
-12.48%
Beta vs VTSAX
1.06
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.