Average annual returns
Through 20251 year
15.93%
3 year
19.06%
5 year
11.17%
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.)
11.90%
Sharpe
1.46
Sortino
2.85
Max drawdown
-26.84%
Best month
12.95%
Worst month
-13.30%
Beta vs VTSAX
0.95
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.