Average annual returns
Through 20251 year
18.56%
3 year
17.88%
5 year
12.89%
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.)
10.89%
Sharpe
1.51
Sortino
3.03
Max drawdown
-24.69%
Best month
13.31%
Worst month
-16.33%
Beta vs VTSAX
0.84
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.