Average annual returns
Through 20251 year
10.67%
3 year
—
5 year
—
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
25 months through Jan. 31, 2026Volatility (ann.)
15.42%
Sharpe
1.14
Sortino
1.94
Max drawdown
-13.85%
Best month
7.67%
Worst month
-9.47%
Beta vs VTSAX
0.38
Correlation
0.30
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.