Average annual returns
Through 20251 year
17.49%
3 year
15.52%
5 year
12.74%
10 year
10.79%
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.)
11.94%
Sharpe
1.26
Sortino
2.37
Max drawdown
-26.68%
Best month
14.87%
Worst month
-16.63%
Beta vs VTSAX
0.83
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.