Average annual returns
Through 20251 year
14.94%
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
27 months through Jan. 31, 2026Volatility (ann.)
14.20%
Sharpe
0.87
Sortino
1.50
Max drawdown
-18.51%
Best month
8.21%
Worst month
-7.11%
Beta vs VTSAX
0.55
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.