Average annual returns
Through 20251 year
21.08%
3 year
11.95%
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
40 months through Jan. 31, 2026Volatility (ann.)
9.60%
Sharpe
1.20
Sortino
2.13
Max drawdown
-9.08%
Best month
6.89%
Worst month
-4.37%
Beta vs VTSAX
0.60
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.