Average annual returns
Through 20251 year
10.38%
3 year
19.02%
5 year
10.57%
10 year
12.89%
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.)
12.43%
Sharpe
1.34
Sortino
2.54
Max drawdown
-27.38%
Best month
13.70%
Worst month
-12.96%
Beta vs VTSAX
1.00
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.