Average annual returns
Through 20251 year
14.16%
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
30 months through Jan. 31, 2026Volatility (ann.)
11.08%
Sharpe
1.57
Sortino
3.31
Max drawdown
-6.85%
Best month
8.86%
Worst month
-4.23%
Beta vs VTSAX
0.83
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.