Average annual returns
Through 20251 year
15.32%
3 year
19.69%
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
49 months through Jan. 31, 2026Volatility (ann.)
12.48%
Sharpe
1.37
Sortino
2.76
Max drawdown
-22.29%
Best month
10.20%
Worst month
-10.45%
Beta vs VTSAX
0.46
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.