Average annual returns
Through 20251 year
20.45%
3 year
18.96%
5 year
10.35%
10 year
10.26%
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.)
11.09%
Sharpe
1.54
Sortino
3.13
Max drawdown
-26.24%
Best month
12.46%
Worst month
-15.23%
Beta vs VTSAX
0.88
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.