Average annual returns
Through 20251 year
13.06%
3 year
27.97%
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.)
15.98%
Sharpe
1.49
Sortino
3.08
Max drawdown
-36.81%
Best month
13.52%
Worst month
-12.37%
Beta vs VTSAX
1.14
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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