Average annual returns
Through 20251 year
8.98%
3 year
16.79%
5 year
4.10%
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.)
17.91%
Sharpe
0.67
Sortino
1.17
Max drawdown
-36.62%
Best month
14.10%
Worst month
-16.41%
Beta vs VTSAX
1.34
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.