Average annual returns
Through 20251 year
16.65%
3 year
17.73%
5 year
12.67%
10 year
10.62%
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.)
11.65%
Sharpe
1.41
Sortino
2.63
Max drawdown
-25.18%
Best month
12.20%
Worst month
-14.87%
Beta vs VTSAX
0.92
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.