Average annual returns
Through 20251 year
-1.97%
3 year
1.52%
5 year
-0.29%
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.)
4.78%
Sharpe
0.04
Sortino
0.05
Max drawdown
-12.79%
Best month
4.66%
Worst month
-8.38%
Beta vs VTSAX
0.22
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.