Average annual returns
Through 20251 year
14.37%
3 year
20.25%
5 year
11.85%
10 year
13.25%
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.)
11.00%
Sharpe
1.71
Sortino
3.48
Max drawdown
-24.15%
Best month
11.62%
Worst month
-12.60%
Beta vs VTSAX
0.88
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.