Average annual returns
Through 20251 year
12.72%
3 year
11.31%
5 year
8.06%
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.)
7.09%
Sharpe
1.69
Sortino
3.27
Max drawdown
-21.73%
Best month
7.57%
Worst month
-15.39%
Beta vs VTSAX
0.38
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.