Average annual returns
Through 20251 year
17.78%
3 year
19.77%
5 year
11.26%
10 year
12.31%
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.)
10.30%
Sharpe
1.79
Sortino
3.70
Max drawdown
-22.59%
Best month
11.18%
Worst month
-10.15%
Beta vs VTSAX
0.83
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.