Average annual returns
Through 20251 year
18.78%
3 year
—
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
32 months through Jan. 31, 2026Volatility (ann.)
12.75%
Sharpe
1.79
Sortino
3.66
Max drawdown
-9.62%
Best month
9.21%
Worst month
-6.14%
Beta vs VTSAX
1.00
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.