Average annual returns
Through 20251 year
17.11%
3 year
17.07%
5 year
13.70%
10 year
11.39%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Jan. 31, 2026Volatility (ann.)
12.16%
Sharpe
1.44
Sortino
2.89
Max drawdown
-26.73%
Best month
12.48%
Worst month
-19.24%
Beta vs VTSAX
0.32
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.