Average annual returns
Through 20251 year
13.58%
3 year
13.81%
5 year
6.87%
10 year
7.86%
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.)
8.55%
Sharpe
1.46
Sortino
2.84
Max drawdown
-21.32%
Best month
7.80%
Worst month
-10.97%
Beta vs VTSAX
0.67
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.