Average annual returns
Through 20251 year
39.96%
3 year
45.23%
5 year
18.62%
10 year
20.17%
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.)
17.46%
Sharpe
1.61
Sortino
3.89
Max drawdown
-14.32%
Best month
15.90%
Worst month
-9.61%
Beta vs VTSAX
0.88
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.