Average annual returns
Through 20251 year
17.77%
3 year
23.21%
5 year
13.86%
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.)
11.84%
Sharpe
1.79
Sortino
3.75
Max drawdown
-24.83%
Best month
13.05%
Worst month
-12.68%
Beta vs VTSAX
0.97
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.