Average annual returns
Through 20241 year
23.63%
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
38 months through Jan. 31, 2026Volatility (ann.)
11.50%
Sharpe
1.88
Sortino
3.96
Max drawdown
-8.40%
Best month
8.46%
Worst month
-5.47%
Beta vs VTSAX
0.91
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.