Average annual returns
Through 20251 year
22.64%
3 year
20.18%
5 year
11.41%
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
75 months through Jan. 31, 2026Volatility (ann.)
12.27%
Sharpe
1.49
Sortino
3.10
Max drawdown
-27.28%
Best month
13.54%
Worst month
-18.18%
Beta vs VTSAX
0.95
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.