Average annual returns
Through 20251 year
29.92%
3 year
39.80%
5 year
13.29%
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.)
17.28%
Sharpe
1.38
Sortino
2.92
Max drawdown
-15.36%
Best month
15.56%
Worst month
-10.79%
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.