Average annual returns
Through 20251 year
17.38%
3 year
10.77%
5 year
10.68%
10 year
10.47%
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.)
10.66%
Sharpe
1.04
Sortino
1.75
Max drawdown
-26.12%
Best month
13.17%
Worst month
-15.63%
Beta vs VTSAX
0.63
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.