Average annual returns
Through 20251 year
12.86%
3 year
10.93%
5 year
4.24%
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.)
6.90%
Sharpe
1.42
Sortino
2.69
Max drawdown
-18.75%
Best month
6.02%
Worst month
-6.58%
Beta vs VTSAX
0.50
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.