Average annual returns
Through 20251 year
14.12%
3 year
26.30%
5 year
13.07%
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.)
15.13%
Sharpe
1.48
Sortino
3.09
Max drawdown
-32.78%
Best month
14.91%
Worst month
-12.46%
Beta vs VTSAX
1.13
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.