Average annual returns
Through 20251 year
32.50%
3 year
41.84%
5 year
16.48%
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.)
17.15%
Sharpe
1.47
Sortino
3.26
Max drawdown
-15.02%
Best month
15.27%
Worst month
-10.34%
Beta vs VTSAX
0.87
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.