Average annual returns
Through 20251 year
15.37%
3 year
—
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
29 months through Jan. 31, 2026Volatility (ann.)
8.32%
Sharpe
1.83
Sortino
3.75
Max drawdown
-3.70%
Best month
6.75%
Worst month
-3.02%
Beta vs VTSAX
0.62
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.