Average annual returns
Through 20251 year
12.13%
3 year
14.63%
5 year
11.35%
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.)
9.11%
Sharpe
1.60
Sortino
3.08
Max drawdown
-20.11%
Best month
10.28%
Worst month
-12.47%
Beta vs VTSAX
0.65
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.