Average annual returns
Through 20251 year
14.49%
3 year
20.95%
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
54 months through Jan. 31, 2026Volatility (ann.)
11.92%
Sharpe
1.56
Sortino
3.10
Max drawdown
-24.77%
Best month
9.26%
Worst month
-9.32%
Beta vs VTSAX
0.97
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.