Average annual returns
Through 20251 year
9.12%
3 year
22.68%
5 year
9.04%
10 year
13.27%
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.)
13.42%
Sharpe
1.39
Sortino
2.84
Max drawdown
-31.54%
Best month
14.96%
Worst month
-11.20%
Beta vs VTSAX
0.99
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.