Average annual returns
Through 20251 year
22.40%
3 year
25.38%
5 year
13.35%
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.)
14.30%
Sharpe
1.55
Sortino
3.30
Max drawdown
-28.72%
Best month
14.46%
Worst month
-18.35%
Beta vs VTSAX
0.99
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.