Average annual returns
Through 20251 year
29.08%
3 year
15.96%
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
39 months through Jan. 31, 2026Volatility (ann.)
12.17%
Sharpe
1.20
Sortino
2.25
Max drawdown
-12.12%
Best month
10.29%
Worst month
-5.63%
Beta vs VTSAX
0.73
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.