Average annual returns
Through 20251 year
5.13%
3 year
—
5 year
—
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
24 months through Jan. 31, 2026Volatility (ann.)
16.97%
Sharpe
0.67
Sortino
1.11
Max drawdown
-19.64%
Best month
9.57%
Worst month
-7.57%
Beta vs VTSAX
1.32
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.