Average annual returns
Through 20251 year
10.18%
3 year
10.17%
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
38 months through Jan. 31, 2026Volatility (ann.)
13.50%
Sharpe
0.75
Sortino
1.27
Max drawdown
-11.56%
Best month
11.22%
Worst month
-5.95%
Beta vs VTSAX
0.95
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.