Average annual returns
Through 20251 year
13.74%
3 year
17.97%
5 year
10.74%
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.)
11.71%
Sharpe
1.39
Sortino
2.70
Max drawdown
-28.48%
Best month
11.03%
Worst month
-10.15%
Beta vs VTSAX
0.90
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.