Average annual returns
Through 20241 year
17.57%
3 year
6.96%
5 year
10.61%
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.)
11.21%
Sharpe
1.59
Sortino
3.07
Max drawdown
-22.39%
Best month
11.10%
Worst month
-14.20%
Beta vs VTSAX
0.82
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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