Average annual returns
Through 20251 year
16.96%
3 year
14.59%
5 year
11.91%
10 year
11.13%
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.)
11.23%
Sharpe
1.32
Sortino
2.45
Max drawdown
-22.73%
Best month
10.94%
Worst month
-14.05%
Beta vs VTSAX
0.80
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.