Average annual returns
Through 20251 year
3.02%
3 year
6.43%
5 year
—
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
56 months through Jan. 31, 2026Volatility (ann.)
14.73%
Sharpe
0.26
Sortino
0.40
Max drawdown
-29.47%
Best month
10.85%
Worst month
-12.15%
Beta vs VTSAX
0.89
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.