Average annual returns
Through 20251 year
0.94%
3 year
8.79%
5 year
-3.26%
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.)
15.93%
Sharpe
0.34
Sortino
0.55
Max drawdown
-21.06%
Best month
14.35%
Worst month
-11.56%
Beta vs VTSAX
0.80
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.