Average annual returns
Through 20251 year
67.94%
3 year
27.49%
5 year
10.55%
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
72 months through Jan. 31, 2026Volatility (ann.)
31.73%
Sharpe
0.98
Sortino
2.08
Max drawdown
-48.22%
Best month
26.14%
Worst month
-28.92%
Beta vs VTSAX
1.60
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.