Average annual returns
Through 20251 year
24.61%
3 year
28.09%
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
47 months through Jan. 31, 2026Volatility (ann.)
22.25%
Sharpe
1.05
Sortino
2.07
Max drawdown
-27.60%
Best month
16.82%
Worst month
-16.60%
Beta vs VTSAX
1.31
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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