Average annual returns
Through 20251 year
16.79%
3 year
14.25%
5 year
12.20%
10 year
12.02%
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.)
10.34%
Sharpe
1.30
Sortino
2.51
Max drawdown
-22.48%
Best month
13.27%
Worst month
-13.37%
Beta vs VTSAX
0.74
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.