Average annual returns
Through 20251 year
19.06%
3 year
15.08%
5 year
12.60%
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.)
10.46%
Sharpe
1.44
Sortino
2.71
Max drawdown
-21.97%
Best month
13.16%
Worst month
-13.00%
Beta vs VTSAX
0.71
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.