Average annual returns
Through 20251 year
18.03%
3 year
23.01%
5 year
13.04%
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
78 months through Jan. 31, 2026Volatility (ann.)
13.12%
Sharpe
1.68
Sortino
3.52
Max drawdown
-26.40%
Best month
13.33%
Worst month
-13.11%
Beta vs VTSAX
1.04
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.