Average annual returns
Through 20251 year
18.98%
3 year
14.91%
5 year
12.37%
10 year
11.54%
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
1.42
Sortino
2.65
Max drawdown
-22.06%
Best month
13.02%
Worst month
-13.07%
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.