Average annual returns
Through 20251 year
16.94%
3 year
12.72%
5 year
6.49%
10 year
7.30%
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.)
9.34%
Sharpe
1.33
Sortino
2.40
Max drawdown
-21.24%
Best month
8.08%
Worst month
-10.41%
Beta vs VTSAX
0.65
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.