Average annual returns
Through 20251 year
19.27%
3 year
14.82%
5 year
13.66%
10 year
11.84%
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.)
12.14%
Sharpe
1.15
Sortino
2.08
Max drawdown
-27.90%
Best month
15.13%
Worst month
-17.03%
Beta vs VTSAX
0.84
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.