Average annual returns
Through 20251 year
19.07%
3 year
15.00%
5 year
12.46%
10 year
11.64%
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.)
10.48%
Sharpe
1.43
Sortino
2.68
Max drawdown
-22.03%
Best month
13.03%
Worst month
-13.06%
Beta vs VTSAX
0.72
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.