Average annual returns
Through 20251 year
15.15%
3 year
15.01%
5 year
9.31%
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
30 months through Jan. 31, 2026Volatility (ann.)
11.07%
Sharpe
1.11
Sortino
1.93
Max drawdown
-9.00%
Best month
8.09%
Worst month
-5.27%
Beta vs VTSAX
0.83
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.