Average annual returns
Through 20251 year
27.09%
3 year
16.83%
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
39 months through Jan. 31, 2026Volatility (ann.)
15.89%
Sharpe
0.99
Sortino
1.82
Max drawdown
-11.22%
Best month
9.79%
Worst month
-7.14%
Beta vs VTSAX
0.79
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.