Average annual returns
Through 20251 year
16.39%
3 year
11.89%
5 year
9.24%
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.)
12.55%
Sharpe
0.93
Sortino
1.57
Max drawdown
-25.41%
Best month
13.06%
Worst month
-15.36%
Beta vs VTSAX
0.85
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.