Average annual returns
Through 20251 year
5.24%
3 year
18.29%
5 year
19.21%
10 year
9.65%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
40 months through Jan. 31, 2026Volatility (ann.)
13.69%
Sharpe
1.19
Sortino
2.46
Max drawdown
-7.95%
Best month
12.56%
Worst month
-6.98%
Beta vs VTSAX
0.66
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.