Average annual returns
Through 20251 year
16.48%
3 year
18.13%
5 year
9.76%
10 year
10.55%
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.)
10.99%
Sharpe
1.51
Sortino
3.03
Max drawdown
-25.65%
Best month
11.36%
Worst month
-15.26%
Beta vs VTSAX
0.88
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.