Average annual returns
Through 20251 year
14.73%
3 year
12.91%
5 year
6.82%
10 year
7.78%
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.)
8.45%
Sharpe
1.37
Sortino
2.61
Max drawdown
-19.75%
Best month
8.49%
Worst month
-9.69%
Beta vs VTSAX
0.64
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.