Average annual returns
Through 20251 year
17.24%
3 year
15.85%
5 year
8.14%
10 year
8.94%
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.)
9.45%
Sharpe
1.54
Sortino
3.06
Max drawdown
-22.55%
Best month
9.59%
Worst month
-13.13%
Beta vs VTSAX
0.75
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.