Average annual returns
Through 20251 year
14.14%
3 year
11.56%
5 year
9.17%
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.)
15.88%
Sharpe
0.60
Sortino
1.01
Max drawdown
-33.26%
Best month
13.52%
Worst month
-22.95%
Beta vs VTSAX
1.07
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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