Average annual returns
Through 20251 year
18.56%
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
28 months through Jan. 31, 2026Volatility (ann.)
7.81%
Sharpe
2.44
Sortino
5.59
Max drawdown
-2.78%
Best month
6.25%
Worst month
-2.78%
Beta vs VTSAX
0.59
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.