Average annual returns
Through 20251 year
9.22%
3 year
11.64%
5 year
12.88%
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.)
11.39%
Sharpe
1.01
Sortino
1.73
Max drawdown
-31.72%
Best month
14.83%
Worst month
-20.60%
Beta vs VTSAX
0.71
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.