Average annual returns
Through 20251 year
22.49%
3 year
28.50%
5 year
12.89%
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.)
13.26%
Sharpe
1.17
Sortino
2.33
Max drawdown
-12.68%
Best month
11.76%
Worst month
-8.91%
Beta vs VTSAX
0.71
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.