Average annual returns
Through 20251 year
13.61%
3 year
20.51%
5 year
12.87%
10 year
12.33%
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.)
11.07%
Sharpe
1.65
Sortino
3.23
Max drawdown
-23.14%
Best month
13.45%
Worst month
-13.02%
Beta vs VTSAX
0.86
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.