Average annual returns
Through 20251 year
16.59%
3 year
15.39%
5 year
13.18%
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
77 months through Jan. 31, 2026Volatility (ann.)
12.32%
Sharpe
1.19
Sortino
2.17
Max drawdown
-26.26%
Best month
13.00%
Worst month
-16.34%
Beta vs VTSAX
0.85
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.