Average annual returns
Through 20251 year
17.49%
3 year
15.81%
5 year
9.26%
10 year
9.74%
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.)
9.91%
Sharpe
1.45
Sortino
2.86
Max drawdown
-21.66%
Best month
11.06%
Worst month
-12.98%
Beta vs VTSAX
0.77
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.