Average annual returns
Through 20251 year
10.56%
3 year
14.25%
5 year
6.71%
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
63 months through Jan. 31, 2026Volatility (ann.)
20.64%
Sharpe
0.58
Sortino
1.03
Max drawdown
-26.40%
Best month
13.54%
Worst month
-10.12%
Beta vs VTSAX
1.42
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.