Average annual returns
Through 20251 year
17.06%
3 year
22.26%
5 year
13.06%
10 year
14.18%
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.)
12.23%
Sharpe
1.65
Sortino
3.36
Max drawdown
-24.91%
Best month
13.25%
Worst month
-13.82%
Beta vs VTSAX
1.00
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.