Average annual returns
Through 20251 year
19.32%
3 year
18.04%
5 year
14.71%
10 year
11.56%
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.)
13.74%
Sharpe
1.24
Sortino
2.35
Max drawdown
-30.94%
Best month
16.05%
Worst month
-19.68%
Beta vs VTSAX
1.02
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.