Average annual returns
Through 20251 year
16.27%
3 year
27.08%
5 year
12.79%
10 year
15.89%
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.)
14.30%
Sharpe
1.62
Sortino
3.29
Max drawdown
-28.93%
Best month
14.31%
Worst month
-11.31%
Beta vs VTSAX
1.05
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.