Average annual returns
Through 20251 year
16.61%
3 year
19.09%
5 year
11.92%
10 year
13.68%
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.)
12.75%
Sharpe
1.31
Sortino
2.53
Max drawdown
-25.08%
Best month
13.46%
Worst month
-13.53%
Beta vs VTSAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.