Average annual returns
Through 20251 year
16.12%
3 year
16.67%
5 year
13.04%
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.)
13.43%
Sharpe
1.15
Sortino
2.19
Max drawdown
-29.40%
Best month
15.25%
Worst month
-19.05%
Beta vs VTSAX
1.03
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.