Average annual returns
Through 20251 year
23.58%
3 year
21.18%
5 year
12.42%
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.)
10.69%
Sharpe
1.83
Sortino
3.80
Max drawdown
-26.47%
Best month
12.67%
Worst month
-11.30%
Beta vs VTSAX
0.82
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.