Average annual returns
Through 20251 year
16.20%
3 year
18.48%
5 year
12.92%
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.)
17.01%
Sharpe
0.97
Sortino
1.90
Max drawdown
-31.11%
Best month
16.54%
Worst month
-22.67%
Beta vs VTSAX
1.22
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.