Average annual returns
Through 20251 year
17.25%
3 year
22.68%
5 year
13.40%
10 year
14.40%
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
1.72
Sortino
3.56
Max drawdown
-24.85%
Best month
13.15%
Worst month
-13.20%
Beta vs VTSAX
0.99
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.