Average annual returns
Through 20251 year
10.57%
3 year
14.32%
5 year
8.65%
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.)
14.97%
Sharpe
0.83
Sortino
1.55
Max drawdown
-27.08%
Best month
14.34%
Worst month
-19.46%
Beta vs VTSAX
1.12
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.