Average annual returns
Through 20251 year
-5.93%
3 year
4.63%
5 year
-5.28%
10 year
1.97%
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.)
16.43%
Sharpe
0.09
Sortino
0.15
Max drawdown
-45.06%
Best month
12.61%
Worst month
-14.55%
Beta vs VTSAX
1.13
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.