Average annual returns
Through 20251 year
8.03%
3 year
17.05%
5 year
12.74%
10 year
10.12%
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.)
11.42%
Sharpe
1.21
Sortino
2.56
Max drawdown
-18.35%
Best month
8.69%
Worst month
-10.93%
Beta vs VTSAX
0.69
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.