Average annual returns
Through 20251 year
15.24%
3 year
21.02%
5 year
10.83%
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.)
12.92%
Sharpe
1.39
Sortino
2.73
Max drawdown
-27.23%
Best month
14.37%
Worst month
-14.42%
Beta vs VTSAX
1.05
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.