Average annual returns
Through 20251 year
1.91%
3 year
5.33%
5 year
1.18%
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
75 months through Jan. 31, 2026Volatility (ann.)
5.36%
Sharpe
0.58
Sortino
0.86
Max drawdown
-15.61%
Best month
10.31%
Worst month
-12.68%
Beta vs VTSAX
0.23
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.