Average annual returns
Through 20251 year
14.53%
3 year
31.49%
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.)
15.76%
Sharpe
1.79
Sortino
3.55
Max drawdown
-35.02%
Best month
11.10%
Worst month
-12.39%
Beta vs VTSAX
1.10
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.