Average annual returns
Through 20251 year
14.98%
3 year
20.78%
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
57 months through Jan. 31, 2026Volatility (ann.)
16.88%
Sharpe
0.87
Sortino
1.67
Max drawdown
-18.00%
Best month
15.29%
Worst month
-9.63%
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.