Average annual returns
Through 20251 year
14.52%
3 year
15.63%
5 year
8.47%
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.)
9.59%
Sharpe
1.46
Sortino
2.90
Max drawdown
-18.96%
Best month
7.83%
Worst month
-8.08%
Beta vs VTSAX
0.33
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.