Average annual returns
Through 20251 year
17.03%
3 year
20.09%
5 year
12.18%
10 year
—
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.)
13.00%
Sharpe
1.41
Sortino
2.68
Max drawdown
-21.72%
Best month
10.37%
Worst month
-14.08%
Beta vs VTSAX
0.99
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.