Average annual returns
Through 20251 year
17.03%
3 year
17.32%
5 year
14.62%
10 year
13.39%
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.)
12.01%
Sharpe
1.39
Sortino
2.67
Max drawdown
-26.07%
Best month
14.56%
Worst month
-16.18%
Beta vs VTSAX
0.89
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.