Average annual returns
Through 20251 year
15.88%
3 year
13.88%
5 year
11.30%
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.)
12.52%
Sharpe
1.09
Sortino
1.96
Max drawdown
-26.79%
Best month
13.44%
Worst month
-17.16%
Beta vs VTSAX
0.87
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.