Average annual returns
Through 20251 year
18.86%
3 year
11.77%
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
37 months through Jan. 31, 2026Volatility (ann.)
7.05%
Sharpe
1.81
Sortino
3.66
Max drawdown
-5.01%
Best month
5.83%
Worst month
-3.94%
Beta vs VTSAX
0.15
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.