Average annual returns
Through 20251 year
15.53%
3 year
21.32%
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
60 months through Jan. 31, 2026Volatility (ann.)
16.87%
Sharpe
0.90
Sortino
1.75
Max drawdown
-17.82%
Best month
15.31%
Worst month
-9.55%
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.