Average annual returns
Through 20251 year
20.17%
3 year
18.70%
5 year
11.94%
10 year
11.93%
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.)
11.64%
Sharpe
1.48
Sortino
3.04
Max drawdown
-25.88%
Best month
12.95%
Worst month
-16.97%
Beta vs VTSAX
0.91
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.