Average annual returns
Through 20251 year
21.25%
3 year
25.18%
5 year
6.62%
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
78 months through Jan. 31, 2026Volatility (ann.)
20.92%
Sharpe
1.14
Sortino
2.18
Max drawdown
-43.30%
Best month
18.92%
Worst month
-17.27%
Beta vs VTSAX
1.49
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.