Average annual returns
Through 20251 year
14.48%
3 year
31.85%
5 year
—
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
47 months through Jan. 31, 2026Volatility (ann.)
15.93%
Sharpe
1.68
Sortino
3.45
Max drawdown
-28.58%
Best month
13.36%
Worst month
-14.47%
Beta vs VTSAX
1.12
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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