Average annual returns
Through 20251 year
18.04%
3 year
14.39%
5 year
12.13%
10 year
10.36%
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.)
12.21%
Sharpe
1.19
Sortino
2.16
Max drawdown
-25.32%
Best month
11.34%
Worst month
-14.66%
Beta vs VTSAX
0.87
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.