Average annual returns
Through 20251 year
15.86%
3 year
13.96%
5 year
5.88%
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.)
9.51%
Sharpe
1.26
Sortino
2.34
Max drawdown
-23.85%
Best month
9.72%
Worst month
-9.75%
Beta vs VTSAX
0.73
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.