Average annual returns
Through 20251 year
17.28%
3 year
18.66%
5 year
13.39%
10 year
12.11%
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.)
10.47%
Sharpe
1.71
Sortino
3.27
Max drawdown
-23.37%
Best month
11.69%
Worst month
-13.94%
Beta vs VTSAX
0.79
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.