Average annual returns
Through 20251 year
7.99%
3 year
6.23%
5 year
1.75%
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
78 months through Jan. 31, 2026Volatility (ann.)
6.65%
Sharpe
0.77
Sortino
1.38
Max drawdown
-19.25%
Best month
7.17%
Worst month
-12.48%
Beta vs VTSAX
0.39
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.