Average annual returns
Through 20251 year
17.01%
3 year
19.88%
5 year
3.09%
10 year
11.63%
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.)
14.49%
Sharpe
0.80
Sortino
1.43
Max drawdown
-15.73%
Best month
11.88%
Worst month
-9.01%
Beta vs VTSAX
0.78
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.