Average annual returns
Through 20251 year
33.17%
3 year
38.34%
5 year
13.12%
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.)
19.49%
Sharpe
1.31
Sortino
2.82
Max drawdown
-17.59%
Best month
16.93%
Worst month
-11.44%
Beta vs VTSAX
0.99
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.