Average annual returns
Through 20251 year
13.17%
3 year
13.50%
5 year
6.88%
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.)
8.34%
Sharpe
1.44
Sortino
2.83
Max drawdown
-17.76%
Best month
7.06%
Worst month
-7.22%
Beta vs VTSAX
0.28
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.