Average annual returns
Through 20251 year
10.36%
3 year
16.56%
5 year
8.42%
10 year
10.98%
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.)
12.24%
Sharpe
1.19
Sortino
2.21
Max drawdown
-25.56%
Best month
12.74%
Worst month
-14.94%
Beta vs VTSAX
1.00
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.