Average annual returns
Through 20251 year
3.91%
3 year
5.04%
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
50 months through Jan. 31, 2026Volatility (ann.)
14.35%
Sharpe
0.17
Sortino
0.26
Max drawdown
-34.18%
Best month
10.19%
Worst month
-12.71%
Beta vs VTSAX
0.86
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.