Average annual returns
Through 20251 year
9.42%
3 year
7.83%
5 year
1.92%
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.)
5.83%
Sharpe
1.17
Sortino
2.17
Max drawdown
-16.73%
Best month
5.04%
Worst month
-4.92%
Beta vs VTSAX
0.37
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.