Average annual returns
Through 20251 year
16.48%
3 year
17.14%
5 year
11.19%
10 year
11.18%
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.)
18.32%
Sharpe
0.84
Sortino
1.52
Max drawdown
-33.90%
Best month
17.99%
Worst month
-24.40%
Beta vs VTSAX
1.28
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.