Average annual returns
Through 20251 year
12.58%
3 year
16.39%
5 year
13.67%
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.)
17.59%
Sharpe
0.83
Sortino
1.56
Max drawdown
-32.06%
Best month
13.92%
Worst month
-21.48%
Beta vs VTSAX
1.19
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.