Average annual returns
Through 20251 year
8.52%
3 year
9.88%
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
51 months through Jan. 31, 2026Volatility (ann.)
10.10%
Sharpe
0.97
Sortino
1.75
Max drawdown
-15.46%
Best month
10.09%
Worst month
-7.43%
Beta vs VTSAX
0.66
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.