Average annual returns
Through 20251 year
12.06%
3 year
16.86%
5 year
9.61%
10 year
10.89%
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.)
11.32%
Sharpe
1.35
Sortino
2.59
Max drawdown
-24.39%
Best month
11.98%
Worst month
-14.51%
Beta vs VTSAX
0.91
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.