Average annual returns
Through 20251 year
16.00%
3 year
20.07%
5 year
13.41%
10 year
13.79%
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.)
12.35%
Sharpe
1.49
Sortino
3.00
Max drawdown
-24.35%
Best month
13.58%
Worst month
-15.74%
Beta vs VTSAX
1.00
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.