Average annual returns
Through 20251 year
13.31%
3 year
12.67%
5 year
12.16%
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.)
12.86%
Sharpe
0.85
Sortino
1.54
Max drawdown
-28.12%
Best month
17.36%
Worst month
-18.08%
Beta vs VTSAX
0.86
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.