Average annual returns
Through 20251 year
16.24%
3 year
13.98%
5 year
6.49%
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.)
8.19%
Sharpe
1.55
Sortino
3.03
Max drawdown
-21.09%
Best month
7.76%
Worst month
-9.27%
Beta vs VTSAX
0.62
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.