Average annual returns
Through 20251 year
17.20%
3 year
23.65%
5 year
13.65%
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
72 months through Jan. 31, 2026Volatility (ann.)
12.97%
Sharpe
1.63
Sortino
3.38
Max drawdown
-21.45%
Best month
12.79%
Worst month
-14.45%
Beta vs VTSAX
0.48
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.