Average annual returns
Through 20251 year
18.11%
3 year
11.07%
5 year
11.37%
10 year
10.41%
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.)
11.74%
Sharpe
1.07
Sortino
1.84
Max drawdown
-24.46%
Best month
14.73%
Worst month
-15.94%
Beta vs VTSAX
0.69
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.