Average annual returns
Through 20251 year
20.82%
3 year
18.64%
5 year
11.38%
10 year
11.40%
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.)
11.43%
Sharpe
1.49
Sortino
3.01
Max drawdown
-24.95%
Best month
13.71%
Worst month
-15.97%
Beta vs VTSAX
0.88
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.