Average annual returns
Through 20251 year
15.33%
3 year
21.15%
5 year
4.26%
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
0.90
Sortino
1.73
Max drawdown
-17.91%
Best month
15.34%
Worst month
-9.57%
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.