Average annual returns
Through 20251 year
11.75%
3 year
19.20%
5 year
13.56%
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.)
11.21%
Sharpe
1.58
Sortino
3.17
Max drawdown
-22.15%
Best month
11.95%
Worst month
-11.29%
Beta vs VTSAX
0.88
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.