Average annual returns
Through 20251 year
13.49%
3 year
19.96%
5 year
11.61%
10 year
12.09%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
39 months through Jan. 31, 2026Volatility (ann.)
11.87%
Sharpe
1.47
Sortino
2.91
Max drawdown
-9.35%
Best month
9.48%
Worst month
-5.89%
Beta vs VTSAX
0.91
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.