Average annual returns
Through 20251 year
20.01%
3 year
26.41%
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
62 months through Jan. 31, 2026Volatility (ann.)
27.63%
Sharpe
0.69
Sortino
1.23
Max drawdown
-50.00%
Best month
21.44%
Worst month
-14.81%
Beta vs VTSAX
1.96
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.