Average annual returns
Through 20251 year
18.56%
3 year
31.13%
5 year
15.29%
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.)
14.64%
Sharpe
1.85
Sortino
3.90
Max drawdown
-30.67%
Best month
14.79%
Worst month
-12.07%
Beta vs VTSAX
1.07
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.