Average annual returns
Through 20241 year
15.98%
3 year
—
5 year
—
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
25 months through Jan. 31, 2026Volatility (ann.)
12.85%
Sharpe
1.78
Sortino
3.18
Max drawdown
-7.75%
Best month
7.43%
Worst month
-7.75%
Beta vs VTSAX
0.94
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.