Average annual returns
Through 20251 year
9.97%
3 year
14.19%
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
54 months through Jan. 31, 2026Volatility (ann.)
10.02%
Sharpe
1.38
Sortino
2.75
Max drawdown
-19.51%
Best month
10.06%
Worst month
-8.40%
Beta vs VTSAX
0.77
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.