Average annual returns
Through 20251 year
14.01%
3 year
13.67%
5 year
11.97%
10 year
10.74%
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.)
10.96%
Sharpe
1.32
Sortino
2.44
Max drawdown
-23.86%
Best month
11.18%
Worst month
-15.29%
Beta vs VTSAX
0.75
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.