Average annual returns
Through 20251 year
12.77%
3 year
14.49%
5 year
6.89%
10 year
8.39%
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.)
8.68%
Sharpe
1.45
Sortino
2.77
Max drawdown
-22.85%
Best month
8.82%
Worst month
-8.29%
Beta vs VTSAX
0.69
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.