Average annual returns
Through 20251 year
21.10%
3 year
20.18%
5 year
—
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
39 months through Jan. 31, 2026Volatility (ann.)
19.80%
Sharpe
1.03
Sortino
2.09
Max drawdown
-13.64%
Best month
15.46%
Worst month
-8.70%
Beta vs VTSAX
1.21
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.