Average annual returns
Through 20251 year
16.93%
3 year
16.85%
5 year
14.01%
10 year
11.69%
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.)
12.00%
Sharpe
1.32
Sortino
2.59
Max drawdown
-27.99%
Best month
13.96%
Worst month
-18.59%
Beta vs VTSAX
0.83
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.