Average annual returns
Through 20251 year
0.04%
3 year
3.70%
5 year
5.26%
10 year
9.06%
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.)
14.18%
Sharpe
0.18
Sortino
0.28
Max drawdown
-29.05%
Best month
15.20%
Worst month
-20.72%
Beta vs VTSAX
0.32
Correlation
0.27
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.