Average annual returns
Through 20251 year
19.27%
3 year
18.76%
5 year
10.93%
10 year
10.60%
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.)
10.85%
Sharpe
1.54
Sortino
3.10
Max drawdown
-25.41%
Best month
12.12%
Worst month
-15.72%
Beta vs VTSAX
0.87
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.