Average annual returns
Through 20251 year
17.51%
3 year
19.37%
5 year
9.21%
10 year
9.87%
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.)
11.02%
Sharpe
1.63
Sortino
3.28
Max drawdown
-28.99%
Best month
10.89%
Worst month
-13.92%
Beta vs VTSAX
0.89
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.