Average annual returns
Through 20251 year
17.76%
3 year
22.92%
5 year
14.33%
10 year
14.75%
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.)
11.66%
Sharpe
1.80
Sortino
3.78
Max drawdown
-23.94%
Best month
12.77%
Worst month
-12.36%
Beta vs VTSAX
0.95
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.