Average annual returns
Through 20251 year
14.95%
3 year
20.80%
5 year
3.96%
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.)
16.88%
Sharpe
0.88
Sortino
1.70
Max drawdown
-18.02%
Best month
15.33%
Worst month
-9.61%
Beta vs VTSAX
0.89
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.