Average annual returns
Through 20251 year
22.30%
3 year
28.18%
5 year
12.55%
10 year
15.42%
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.)
13.27%
Sharpe
1.14
Sortino
2.28
Max drawdown
-12.67%
Best month
11.82%
Worst month
-8.89%
Beta vs VTSAX
0.71
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.