Average annual returns
Through 20251 year
14.57%
3 year
12.53%
5 year
10.87%
10 year
9.72%
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.)
11.80%
Sharpe
0.91
Sortino
1.62
Max drawdown
-29.03%
Best month
12.76%
Worst month
-18.37%
Beta vs VTSAX
0.85
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.