Average annual returns
Through 20251 year
22.44%
3 year
20.24%
5 year
11.01%
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.)
11.07%
Sharpe
1.68
Sortino
3.49
Max drawdown
-25.56%
Best month
12.50%
Worst month
-14.65%
Beta vs VTSAX
0.87
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.