Average annual returns
Through 20251 year
17.63%
3 year
22.74%
5 year
14.19%
10 year
14.59%
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
1.79
Sortino
3.73
Max drawdown
-24.00%
Best month
12.80%
Worst month
-12.33%
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.