Average annual returns
Through 20251 year
22.06%
3 year
16.56%
5 year
11.97%
10 year
9.09%
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.)
10.14%
Sharpe
1.65
Sortino
3.34
Max drawdown
-24.74%
Best month
12.60%
Worst month
-15.57%
Beta vs VTSAX
0.70
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.