Average annual returns
Through 20251 year
19.75%
3 year
25.63%
5 year
15.41%
10 year
15.77%
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.)
12.31%
Sharpe
1.86
Sortino
4.16
Max drawdown
-24.04%
Best month
13.78%
Worst month
-13.20%
Beta vs VTSAX
0.99
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.