Average annual returns
Through 20251 year
13.49%
3 year
14.47%
5 year
8.83%
10 year
12.27%
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.)
11.48%
Sharpe
1.06
Sortino
1.90
Max drawdown
-26.46%
Best month
10.68%
Worst month
-9.93%
Beta vs VTSAX
0.84
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.