Average annual returns
Through 20251 year
6.43%
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.)
17.45%
Sharpe
0.75
Sortino
1.38
Max drawdown
-12.25%
Best month
11.70%
Worst month
-7.32%
Beta vs VTSAX
1.30
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.