Average annual returns
Through 20251 year
8.58%
3 year
13.28%
5 year
8.61%
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
70 months through Jan. 31, 2026Volatility (ann.)
15.87%
Sharpe
0.76
Sortino
1.37
Max drawdown
-23.24%
Best month
13.51%
Worst month
-9.74%
Beta vs VTSAX
1.18
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.