Average annual returns
Through 20251 year
13.20%
3 year
21.21%
5 year
13.70%
10 year
14.18%
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.)
12.06%
Sharpe
1.63
Sortino
3.26
Max drawdown
-22.91%
Best month
11.33%
Worst month
-11.73%
Beta vs VTSAX
0.98
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.