Average annual returns
Through 20251 year
17.90%
3 year
19.13%
5 year
13.72%
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
71 months through Jan. 31, 2026Volatility (ann.)
12.16%
Sharpe
1.37
Sortino
2.63
Max drawdown
-20.20%
Best month
11.78%
Worst month
-14.63%
Beta vs VTSAX
0.96
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.