Average annual returns
Through 20241 year
25.13%
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
25 months through Jan. 31, 2026Volatility (ann.)
12.16%
Sharpe
1.85
Sortino
3.35
Max drawdown
-9.92%
Best month
6.90%
Worst month
-6.88%
Beta vs VTSAX
1.07
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.