Average annual returns
Through 20251 year
0.63%
3 year
10.76%
5 year
1.90%
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
78 months through Jan. 31, 2026Volatility (ann.)
18.36%
Sharpe
0.27
Sortino
0.47
Max drawdown
-35.35%
Best month
15.64%
Worst month
-12.57%
Beta vs VTSAX
1.32
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.