Average annual returns
Through 20241 year
22.05%
3 year
11.21%
5 year
13.32%
10 year
11.38%
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.)
11.03%
Sharpe
1.74
Sortino
3.78
Max drawdown
-23.35%
Best month
15.32%
Worst month
-13.60%
Beta vs VTSAX
0.85
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.