Average annual returns
Through 20251 year
4.58%
3 year
3.60%
5 year
21.86%
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
72 months through Jan. 31, 2026Volatility (ann.)
12.84%
Sharpe
-0.06
Sortino
-0.08
Max drawdown
-15.62%
Best month
20.06%
Worst month
-10.59%
Beta vs VTSAX
-0.26
Correlation
-0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.