Average annual returns
Through 20251 year
25.60%
3 year
29.62%
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
43 months through Jan. 31, 2026Volatility (ann.)
21.41%
Sharpe
1.16
Sortino
2.24
Max drawdown
-17.33%
Best month
15.53%
Worst month
-11.63%
Beta vs VTSAX
1.52
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.