Average annual returns
Through 20251 year
7.46%
3 year
12.28%
5 year
11.45%
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.)
12.50%
Sharpe
0.91
Sortino
1.63
Max drawdown
-26.89%
Best month
13.45%
Worst month
-18.00%
Beta vs VTSAX
0.95
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.