Average annual returns
Through 20251 year
13.33%
3 year
12.11%
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
57 months through Jan. 31, 2026Volatility (ann.)
20.42%
Sharpe
0.51
Sortino
0.90
Max drawdown
-24.15%
Best month
12.47%
Worst month
-12.14%
Beta vs VTSAX
1.39
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.