Average annual returns
Through 20251 year
7.94%
3 year
11.49%
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
51 months through Jan. 31, 2026Volatility (ann.)
17.40%
Sharpe
0.37
Sortino
0.55
Max drawdown
-24.39%
Best month
11.66%
Worst month
-13.29%
Beta vs VTSAX
0.97
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.