Average annual returns
Through 20251 year
8.99%
3 year
18.27%
5 year
26.10%
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
72 months through Jan. 31, 2026Volatility (ann.)
14.72%
Sharpe
1.35
Sortino
2.65
Max drawdown
-50.94%
Best month
34.97%
Worst month
-44.09%
Beta vs VTSAX
0.64
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.