Average annual returns
Through 20251 year
10.83%
3 year
11.62%
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
53 months through Jan. 31, 2026Volatility (ann.)
13.53%
Sharpe
0.81
Sortino
1.42
Max drawdown
-19.24%
Best month
10.84%
Worst month
-9.49%
Beta vs VTSAX
0.91
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.