Average annual returns
Through 20251 year
12.14%
3 year
15.19%
5 year
7.62%
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
72 months through Jan. 31, 2026Volatility (ann.)
17.00%
Sharpe
0.78
Sortino
1.42
Max drawdown
-26.66%
Best month
15.63%
Worst month
-9.51%
Beta vs VTSAX
1.23
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.