Average annual returns
Through 20251 year
11.23%
3 year
11.40%
5 year
5.62%
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
49 months through Jan. 31, 2026Volatility (ann.)
6.91%
Sharpe
1.47
Sortino
2.86
Max drawdown
-15.62%
Best month
5.89%
Worst month
-5.95%
Beta vs VTSAX
0.23
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.