Average annual returns
Through 20251 year
13.02%
3 year
14.89%
5 year
7.54%
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.)
18.63%
Sharpe
0.69
Sortino
1.29
Max drawdown
-25.20%
Best month
16.25%
Worst month
-9.67%
Beta vs VTSAX
1.28
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.