Average annual returns
Through 20251 year
16.41%
3 year
20.28%
5 year
12.95%
10 year
13.25%
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.)
13.03%
Sharpe
1.39
Sortino
2.77
Max drawdown
-26.23%
Best month
14.38%
Worst month
-17.47%
Beta vs VTSAX
1.05
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.