Average annual returns
Through 20251 year
15.43%
3 year
13.08%
5 year
12.68%
10 year
—
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.)
11.62%
Sharpe
1.19
Sortino
2.18
Max drawdown
-23.96%
Best month
12.30%
Worst month
-13.56%
Beta vs VTSAX
0.78
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.