Average annual returns
Through 20251 year
8.57%
3 year
12.33%
5 year
9.13%
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
51 months through Jan. 31, 2026Volatility (ann.)
16.20%
Sharpe
0.77
Sortino
1.41
Max drawdown
-19.43%
Best month
11.50%
Worst month
-9.52%
Beta vs VTSAX
1.03
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.