Average annual returns
Through 20251 year
19.63%
3 year
17.09%
5 year
8.76%
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.)
9.59%
Sharpe
1.63
Sortino
3.30
Max drawdown
-23.39%
Best month
10.07%
Worst month
-11.95%
Beta vs VTSAX
0.75
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.