Average annual returns
Through 20251 year
-1.54%
3 year
3.48%
5 year
2.90%
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.)
15.38%
Sharpe
0.04
Sortino
0.06
Max drawdown
-35.20%
Best month
11.75%
Worst month
-20.84%
Beta vs VTSAX
0.30
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.