Average annual returns
Through 20251 year
30.45%
3 year
24.82%
5 year
9.91%
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.)
13.89%
Sharpe
1.45
Sortino
3.04
Max drawdown
-37.39%
Best month
16.53%
Worst month
-17.48%
Beta vs VTSAX
0.85
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.