Average annual returns
Through 20251 year
5.34%
3 year
18.39%
5 year
19.31%
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
40 months through Jan. 31, 2026Volatility (ann.)
13.77%
Sharpe
1.40
Sortino
2.93
Max drawdown
-7.91%
Best month
12.57%
Worst month
-6.98%
Beta vs VTSAX
0.65
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.