Average annual returns
Through 20251 year
15.88%
3 year
21.23%
5 year
12.92%
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.)
11.50%
Sharpe
1.67
Sortino
3.42
Max drawdown
-25.40%
Best month
13.45%
Worst month
-11.60%
Beta vs VTSAX
0.92
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.