Average annual returns
Through 20251 year
17.14%
3 year
—
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
27 months through Jan. 31, 2026Volatility (ann.)
9.40%
Sharpe
1.71
Sortino
3.31
Max drawdown
-7.86%
Best month
4.84%
Worst month
-5.87%
Beta vs VTSAX
0.52
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.