Average annual returns
Through 20251 year
22.31%
3 year
28.19%
5 year
12.56%
10 year
15.41%
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.)
13.23%
Sharpe
1.16
Sortino
2.31
Max drawdown
-12.70%
Best month
11.72%
Worst month
-8.91%
Beta vs VTSAX
0.71
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.