Average annual returns
Through 20251 year
18.78%
3 year
—
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
25 months through Jan. 31, 2026Volatility (ann.)
15.73%
Sharpe
1.64
Sortino
3.31
Max drawdown
-14.20%
Best month
10.83%
Worst month
-8.10%
Beta vs VTSAX
1.14
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.