Average annual returns
Through 20251 year
16.19%
3 year
21.25%
5 year
10.36%
10 year
12.94%
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.)
13.27%
Sharpe
1.47
Sortino
3.18
Max drawdown
-30.06%
Best month
14.43%
Worst month
-12.08%
Beta vs VTSAX
1.00
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.