Average annual returns
Through 20251 year
16.78%
3 year
22.91%
5 year
13.92%
10 year
14.86%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
49 months through Jan. 31, 2026Volatility (ann.)
11.95%
Sharpe
1.74
Sortino
3.69
Max drawdown
-19.19%
Best month
10.15%
Worst month
-9.69%
Beta vs VTSAX
0.43
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.