Average annual returns
Through 20251 year
10.32%
3 year
21.11%
5 year
11.71%
10 year
12.59%
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.)
13.02%
Sharpe
1.34
Sortino
2.77
Max drawdown
-26.98%
Best month
17.51%
Worst month
-16.42%
Beta vs VTSAX
1.02
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.